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Waverly Advisors, LLC: VRP position timeline

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

Waverly Advisors, LLC held 65,672 VRP 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 65,672 shares
    Change vs previous 13F -680 shares

    0.01% of the 13F portfolio, value $1,596,491.

    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 66,352 shares
    Change vs previous 13F -2,585 shares

    0.01% of the 13F portfolio, value $1,591,125.

    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 68,937 shares
    Change vs previous 13F -2,459 shares

    0.01% of the 13F portfolio, value $1,677,227.

    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 71,396 shares
    Change vs previous 13F -664 shares

    0.02% of the 13F portfolio, value $1,763,478.

    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 72,060 shares
    Change vs previous 13F -3,353 shares

    0.02% of the 13F portfolio, value $1,761,858.

    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 75,413 shares
    Change vs previous 13F -1,250 shares

    0.02% of the 13F portfolio, value $1,828,013.

    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 76,663 shares
    Change vs previous 13F -4,301 shares

    0.03% of the 13F portfolio, value $1,854,483.

    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 80,964 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,980,381.

    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).