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Waverly Advisors, LLC: VONE position timeline

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

Waverly Advisors, LLC held 294,301 VONE 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 294,301 shares
    Change vs previous 13F -2,829 shares

    0.58% of the 13F portfolio, value $99,685,700.

    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 297,130 shares
    Change vs previous 13F -1,678 shares

    0.66% of the 13F portfolio, value $87,688,951.

    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 298,808 shares
    Change vs previous 13F -888 shares

    0.75% of the 13F portfolio, value $92,343,460.

    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 299,696 shares
    Change vs previous 13F +1,879 shares

    0.9% of the 13F portfolio, value $90,613,054.

    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 297,817 shares
    Change vs previous 13F +44 shares

    0.92% of the 13F portfolio, value $83,644,896.

    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 297,773 shares
    Change vs previous 13F -3,536 shares

    0.92% of the 13F portfolio, value $75,592,550.

    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 301,309 shares
    Change vs previous 13F -7,036 shares

    1.24% of the 13F portfolio, value $80,365,250.

    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 308,345 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $80,191,265.

    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).