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Waverly Advisors, LLC: VOE position timeline

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

Waverly Advisors, LLC held 518,803 VOE 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 518,803 shares
    Change vs previous 13F -11,131 shares

    0.6% of the 13F portfolio, value $102,515,424.

    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 529,934 shares
    Change vs previous 13F -12,550 shares

    0.73% of the 13F portfolio, value $97,656,256.

    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 542,484 shares
    Change vs previous 13F -28,463 shares

    0.78% of the 13F portfolio, value $96,220,389.

    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 570,947 shares
    Change vs previous 13F -17,237 shares

    0.99% of the 13F portfolio, value $99,676,000.

    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 588,184 shares
    Change vs previous 13F -23,892 shares

    1.06% of the 13F portfolio, value $96,732,775.

    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 612,076 shares
    Change vs previous 13F -20,245 shares

    1.2% of the 13F portfolio, value $98,262,631.

    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 632,321 shares
    Change vs previous 13F -24,289 shares

    1.58% of the 13F portfolio, value $102,290,617.

    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 656,610 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $110,093,787.

    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).