Skip to content
Disclosery

Waverly Advisors, LLC: VUSB position timeline

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

Waverly Advisors, LLC held 917,885 VUSB 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 917,885 shares
    Change vs previous 13F +396,705 shares

    0.27% of the 13F portfolio, value $45,692,340.

    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 521,180 shares
    Change vs previous 13F +112,050 shares

    0.19% of the 13F portfolio, value $25,946,923.

    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 409,130 shares
    Change vs previous 13F -9,796 shares

    0.17% of the 13F portfolio, value $20,391,030.

    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 418,926 shares
    Change vs previous 13F -7,629 shares

    0.21% of the 13F portfolio, value $20,944,229.

    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 426,555 shares
    Change vs previous 13F +693 shares

    0.23% of the 13F portfolio, value $21,270,152.

    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 425,862 shares
    Change vs previous 13F -1,165 shares

    0.26% of the 13F portfolio, value $21,231,370.

    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 427,027 shares
    Change vs previous 13F -25 shares

    0.33% of the 13F portfolio, value $21,189,060.

    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 427,052 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $21,327,000.

    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).