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Waverly Advisors, LLC: VSS position timeline

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

Waverly Advisors, LLC held 12,404 VSS 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 12,404 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $1,913,851.

    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 12,778 shares
    Change vs previous 13F -362 shares

    0.01% of the 13F portfolio, value $1,862,845.

    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 13,140 shares
    Change vs previous 13F -309 shares

    0.02% of the 13F portfolio, value $1,883,403.

    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 13,449 shares
    Change vs previous 13F -399 shares

    0.02% of the 13F portfolio, value $1,917,151.

    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 13,848 shares
    Change vs previous 13F +134 shares

    0.02% of the 13F portfolio, value $1,861,035.

    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 13,714 shares
    Change vs previous 13F -1,147 shares

    0.02% of the 13F portfolio, value $1,585,313.

    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 14,861 shares
    Change vs previous 13F -31,902 shares

    0.03% of the 13F portfolio, value $1,701,324.

    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 46,763 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,890,280.

    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).