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Waverly Advisors, LLC: VOO position timeline

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

Waverly Advisors, LLC held 232,429 VOO 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 232,429 shares
    Change vs previous 13F +34,746 shares

    0.93% of the 13F portfolio, value $159,634,315.

    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 197,683 shares
    Change vs previous 13F +4,319 shares

    0.89% of the 13F portfolio, value $118,125,888.

    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 193,364 shares
    Change vs previous 13F +120,486 shares

    0.98% of the 13F portfolio, value $121,264,487.

    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 72,878 shares
    Change vs previous 13F +837 shares

    0.45% of the 13F portfolio, value $44,628,935.

    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 72,041 shares
    Change vs previous 13F +3,079 shares

    0.45% of the 13F portfolio, value $40,921,357.

    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 68,962 shares
    Change vs previous 13F +9,461 shares

    0.43% of the 13F portfolio, value $35,440,323.

    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 59,501 shares
    Change vs previous 13F +8,394 shares

    0.5% of the 13F portfolio, value $32,059,922.

    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 51,107 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $26,967,535.

    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).