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Waverly Advisors, LLC: VOT position timeline

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

Waverly Advisors, LLC held 236,426 VOT 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 236,426 shares
    Change vs previous 13F -4,214 shares

    0.42% of the 13F portfolio, value $72,417,400.

    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 240,640 shares
    Change vs previous 13F -8,473 shares

    0.46% of the 13F portfolio, value $61,928,618.

    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 249,113 shares
    Change vs previous 13F -4,473 shares

    0.56% of the 13F portfolio, value $69,537,548.

    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 253,586 shares
    Change vs previous 13F -3,863 shares

    0.74% of the 13F portfolio, value $74,500,963.

    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 257,449 shares
    Change vs previous 13F -8,909 shares

    0.8% of the 13F portfolio, value $73,215,883.

    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 266,358 shares
    Change vs previous 13F -7,671 shares

    0.79% of the 13F portfolio, value $65,161,809.

    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 274,029 shares
    Change vs previous 13F -8,785 shares

    1.08% of the 13F portfolio, value $69,534,914.

    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 282,814 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $68,856,735.

    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).