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Waverly Advisors, LLC: VYMI position timeline

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

Waverly Advisors, LLC held 200,019 VYMI 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 200,019 shares
    Change vs previous 13F +16,451 shares

    0.11% of the 13F portfolio, value $19,641,877.

    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 183,568 shares
    Change vs previous 13F +42,252 shares

    0.13% of the 13F portfolio, value $17,299,416.

    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 141,316 shares
    Change vs previous 13F +8,315 shares

    0.1% of the 13F portfolio, value $12,718,428.

    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 133,001 shares
    Change vs previous 13F +51,795 shares

    0.11% of the 13F portfolio, value $11,262,549.

    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 81,206 shares
    Change vs previous 13F +2,984 shares

    0.07% of the 13F portfolio, value $6,505,412.

    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 78,222 shares
    Change vs previous 13F +322 shares

    0.07% of the 13F portfolio, value $5,764,181.

    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 77,900 shares
    Change vs previous 13F +1,972 shares

    0.08% of the 13F portfolio, value $5,287,870.

    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 75,928 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,574,649.

    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).