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Waverly Advisors, LLC: VKTX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on VKTX, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 37,026 VKTX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,026 shares
    Change vs previous 13F -1,192 shares

    0.01% of the 13F portfolio, value $1,444,384.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,218 shares
    Change vs previous 13F +302 shares

    0.01% of the 13F portfolio, value $1,243,614.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,916 shares
    Change vs previous 13F -4,663 shares

    0.01% of the 13F portfolio, value $1,333,885.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,579 shares
    Change vs previous 13F +1,673 shares

    0.01% of the 13F portfolio, value $1,118,976.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,906 shares
    Change vs previous 13F -1,078 shares

    0.01% of the 13F portfolio, value $1,084,009.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,984 shares
    Change vs previous 13F -6,385 shares

    0.01% of the 13F portfolio, value $1,013,914.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,369 shares
    Change vs previous 13F +12,426 shares

    0.03% of the 13F portfolio, value $1,946,369.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 35,943 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,275,551.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).