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Waverly Advisors, LLC: VZ position timeline

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

Waverly Advisors, LLC held 560,776 VZ 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 560,776 shares
    Change vs previous 13F +14,261 shares

    0.14% of the 13F portfolio, value $23,743,255.

    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 546,515 shares
    Change vs previous 13F +19,835 shares

    0.21% of the 13F portfolio, value $27,435,075.

    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 526,680 shares
    Change vs previous 13F +233,934 shares

    0.17% of the 13F portfolio, value $21,451,656.

    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 292,746 shares
    Change vs previous 13F +22,403 shares

    0.13% of the 13F portfolio, value $12,866,205.

    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 270,343 shares
    Change vs previous 13F +6,150 shares

    0.13% of the 13F portfolio, value $11,697,737.

    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 264,193 shares
    Change vs previous 13F +13,672 shares

    0.15% of the 13F portfolio, value $11,983,815.

    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 250,521 shares
    Change vs previous 13F +108,516 shares

    0.16% of the 13F portfolio, value $10,018,328.

    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 142,005 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,377,430.

    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).