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Waverly Advisors, LLC: VPL position timeline

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

Waverly Advisors, LLC held 5,342 VPL 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 5,342 shares
    Change vs previous 13F -258 shares

    <0.01% of the 13F portfolio, value $618,016.

    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 5,600 shares
    Change vs previous 13F -8,023 shares

    <0.01% of the 13F portfolio, value $547,288.

    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 13,623 shares
    Change vs previous 13F +1,124 shares

    0.01% of the 13F portfolio, value $1,231,478.

    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 12,499 shares
    Change vs previous 13F -263 shares

    0.01% of the 13F portfolio, value $1,097,872.

    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 12,762 shares
    Change vs previous 13F -12,462 shares

    0.01% of the 13F portfolio, value $1,048,781.

    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 25,224 shares
    Change vs previous 13F +209 shares

    0.02% of the 13F portfolio, value $1,827,731.

    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 25,015 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,777,066.

    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).