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Disclosery

Waverly Advisors, LLC: VO position timeline

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

Waverly Advisors, LLC held 1,537,251 VO 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 1,537,251 shares
    Change vs previous 13F +1,181,829 shares

    0.72% of the 13F portfolio, value $123,856,320.

    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 355,422 shares
    Change vs previous 13F +12,100 shares

    0.77% of the 13F portfolio, value $102,070,007.

    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 343,322 shares
    Change vs previous 13F +288,800 shares

    0.81% of the 13F portfolio, value $99,638,918.

    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 54,522 shares
    Change vs previous 13F -408 shares

    0.16% of the 13F portfolio, value $16,015,216.

    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 54,930 shares
    Change vs previous 13F +744 shares

    0.17% of the 13F portfolio, value $15,371,167.

    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 54,186 shares
    Change vs previous 13F +11,809 shares

    0.17% of the 13F portfolio, value $14,013,558.

    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 42,377 shares
    Change vs previous 13F +7,016 shares

    0.17% of the 13F portfolio, value $11,193,079.

    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 35,361 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,329,408.

    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).