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Waverly Advisors, LLC: VONG position timeline

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

Waverly Advisors, LLC held 3,261 VONG 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 3,261 shares
    Change vs previous 13F -2,122 shares

    <0.01% of the 13F portfolio, value $416,773.

    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 5,383 shares
    Change vs previous 13F +2,002 shares

    <0.01% of the 13F portfolio, value $590,498.

    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 3,381 shares
    Change vs previous 13F +909 shares

    <0.01% of the 13F portfolio, value $411,671.

    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 2,472 shares
    Change vs previous 13F +420 shares

    <0.01% of the 13F portfolio, value $297,903.

    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 2,052 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,098.

    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).