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Waverly Advisors, LLC: VTV position timeline

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

Waverly Advisors, LLC held 298,743 VTV 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 298,743 shares
    Change vs previous 13F -23,841 shares

    0.38% of the 13F portfolio, value $65,104,961.

    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 322,584 shares
    Change vs previous 13F +21,373 shares

    0.47% of the 13F portfolio, value $63,290,936.

    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 301,211 shares
    Change vs previous 13F +52,232 shares

    0.47% of the 13F portfolio, value $57,528,181.

    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 248,979 shares
    Change vs previous 13F -4,551 shares

    0.46% of the 13F portfolio, value $46,432,019.

    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 253,530 shares
    Change vs previous 13F -1,013 shares

    0.49% of the 13F portfolio, value $44,808,910.

    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 254,543 shares
    Change vs previous 13F -5,130 shares

    0.54% of the 13F portfolio, value $43,969,821.

    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 259,673 shares
    Change vs previous 13F -5,759 shares

    0.68% of the 13F portfolio, value $43,962,658.

    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 265,432 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $46,336,431.

    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).