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
- period ended2026-06-3013F 20,397 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,992 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,461 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,492 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,295 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,213 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,340 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,955 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).