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Waverly Advisors, LLC: VTIP position timeline

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

Waverly Advisors, LLC held 88,400 VTIP 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 88,400 shares
    Change vs previous 13F +14,873 shares

    0.03% of the 13F portfolio, value $4,440,312.

    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 73,527 shares
    Change vs previous 13F +40,823 shares

    0.03% of the 13F portfolio, value $3,672,693.

    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 32,704 shares
    Change vs previous 13F +378 shares

    0.01% of the 13F portfolio, value $1,617,561.

    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 32,326 shares
    Change vs previous 13F -14,522 shares

    0.02% of the 13F portfolio, value $1,636,680.

    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 46,848 shares
    Change vs previous 13F +1,400 shares

    0.03% of the 13F portfolio, value $2,355,068.

    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 45,448 shares
    Change vs previous 13F +663 shares

    0.03% of the 13F portfolio, value $2,267,859.

    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 44,785 shares
    Change vs previous 13F -2,706 shares

    0.03% of the 13F portfolio, value $2,168,479.

    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 47,491 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,341,802.

    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).