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Waverly Advisors, LLC: VMC position timeline

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

Waverly Advisors, LLC held 20,397 VMC 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 20,397 shares
    Change vs previous 13F -595 shares

    0.03% of the 13F portfolio, value $6,017,288.

    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 20,992 shares
    Change vs previous 13F +531 shares

    0.04% of the 13F portfolio, value $5,716,017.

    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 20,461 shares
    Change vs previous 13F -31 shares

    0.05% of the 13F portfolio, value $5,835,978.

    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 20,492 shares
    Change vs previous 13F +197 shares

    0.06% of the 13F portfolio, value $6,303,769.

    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 20,295 shares
    Change vs previous 13F +82 shares

    0.06% of the 13F portfolio, value $5,293,292.

    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 20,213 shares
    Change vs previous 13F +2,873 shares

    0.06% of the 13F portfolio, value $4,715,584.

    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 17,340 shares
    Change vs previous 13F +385 shares

    0.07% of the 13F portfolio, value $4,460,426.

    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 16,955 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,246,037.

    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).