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Waverly Advisors, LLC: VT position timeline

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

Waverly Advisors, LLC held 81,747 VT 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 81,747 shares
    Change vs previous 13F +4,454 shares

    0.07% of the 13F portfolio, value $12,830,118.

    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 77,293 shares
    Change vs previous 13F +6,683 shares

    0.08% of the 13F portfolio, value $10,691,140.

    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 70,610 shares
    Change vs previous 13F +13,847 shares

    0.08% of the 13F portfolio, value $9,960,264.

    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 56,763 shares
    Change vs previous 13F +5,009 shares

    0.08% of the 13F portfolio, value $7,821,873.

    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 51,754 shares
    Change vs previous 13F +1,435 shares

    0.07% of the 13F portfolio, value $6,651,364.

    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 50,319 shares
    Change vs previous 13F -201 shares

    0.07% of the 13F portfolio, value $5,834,458.

    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 50,520 shares
    Change vs previous 13F +3,878 shares

    0.09% of the 13F portfolio, value $5,935,059.

    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 46,642 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,583,051.

    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).