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Waverly Advisors, LLC: VNQ position timeline

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

Waverly Advisors, LLC held 98,701 VNQ 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 98,701 shares
    Change vs previous 13F +2,981 shares

    0.06% of the 13F portfolio, value $9,517,710.

    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 95,720 shares
    Change vs previous 13F +24,000 shares

    0.06% of the 13F portfolio, value $8,490,384.

    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 71,720 shares
    Change vs previous 13F +8,458 shares

    0.05% of the 13F portfolio, value $6,346,486.

    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 63,262 shares
    Change vs previous 13F -534 shares

    0.06% of the 13F portfolio, value $5,783,441.

    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 63,796 shares
    Change vs previous 13F +155 shares

    0.06% of the 13F portfolio, value $5,681,695.

    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 63,641 shares
    Change vs previous 13F +2,108 shares

    0.07% of the 13F portfolio, value $5,762,049.

    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 61,533 shares
    Change vs previous 13F +3,974 shares

    0.08% of the 13F portfolio, value $5,481,370.

    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 57,559 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,607,408.

    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).