Skip to content
Disclosery

Waverly Advisors, LLC: VNLA position timeline

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

Waverly Advisors, LLC held 241,835 VNLA 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 241,835 shares
    Change vs previous 13F +50,883 shares

    0.07% of the 13F portfolio, value $11,817,282.

    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 190,952 shares
    Change vs previous 13F +7,392 shares

    0.07% of the 13F portfolio, value $9,329,907.

    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 183,560 shares
    Change vs previous 13F +8,867 shares

    0.07% of the 13F portfolio, value $9,020,143.

    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 174,693 shares
    Change vs previous 13F +7,346 shares

    0.09% of the 13F portfolio, value $8,610,606.

    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 167,347 shares
    Change vs previous 13F +2,148 shares

    0.09% of the 13F portfolio, value $8,233,495.

    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 165,199 shares
    Change vs previous 13F +5,148 shares

    0.1% of the 13F portfolio, value $8,119,548.

    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 160,051 shares
    Change vs previous 13F +13,250 shares

    0.12% of the 13F portfolio, value $7,828,080.

    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 146,801 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,199,134.

    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).