Skip to content
Disclosery

Waverly Advisors, LLC: VWO position timeline

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

Waverly Advisors, LLC held 851,262 VWO 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 851,262 shares
    Change vs previous 13F -14,889 shares

    0.29% of the 13F portfolio, value $50,811,865.

    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 866,151 shares
    Change vs previous 13F -7,309 shares

    0.35% of the 13F portfolio, value $46,815,487.

    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 873,460 shares
    Change vs previous 13F +258,168 shares

    0.38% of the 13F portfolio, value $46,957,219.

    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 615,292 shares
    Change vs previous 13F -2,039 shares

    0.33% of the 13F portfolio, value $33,336,527.

    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 617,331 shares
    Change vs previous 13F -5,417 shares

    0.34% of the 13F portfolio, value $30,533,202.

    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 622,748 shares
    Change vs previous 13F +343,384 shares

    0.34% of the 13F portfolio, value $28,185,596.

    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 279,364 shares
    Change vs previous 13F -13,770 shares

    0.19% of the 13F portfolio, value $12,303,186.

    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 293,134 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $14,026,442.

    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).