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Waverly Advisors, LLC: VTEB position timeline

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

Waverly Advisors, LLC held 536,744 VTEB 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 536,744 shares
    Change vs previous 13F -116,905 shares

    0.16% of the 13F portfolio, value $27,148,526.

    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 653,649 shares
    Change vs previous 13F +51,593 shares

    0.24% of the 13F portfolio, value $32,610,567.

    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 602,056 shares
    Change vs previous 13F +7,279 shares

    0.25% of the 13F portfolio, value $30,277,413.

    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 594,777 shares
    Change vs previous 13F -29,403 shares

    0.3% of the 13F portfolio, value $29,780,471.

    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 624,180 shares
    Change vs previous 13F -47,285 shares

    0.34% of the 13F portfolio, value $30,603,545.

    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 671,465 shares
    Change vs previous 13F -2,531 shares

    0.41% of the 13F portfolio, value $33,318,085.

    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 673,996 shares
    Change vs previous 13F +616,796 shares

    0.52% of the 13F portfolio, value $33,787,428.

    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 57,200 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,924,057.

    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).