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Waverly Advisors, LLC: WCN position timeline

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

Waverly Advisors, LLC held 19,716 WCN 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 19,716 shares
    Change vs previous 13F +2,573 shares

    0.02% of the 13F portfolio, value $3,286,501.

    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 17,143 shares
    Change vs previous 13F +358 shares

    0.02% of the 13F portfolio, value $2,784,586.

    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 16,785 shares
    Change vs previous 13F +10,887 shares

    0.02% of the 13F portfolio, value $2,943,362.

    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 5,898 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $1,036,784.

    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 5,867 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $1,095,533.

    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 5,818 shares
    Change vs previous 13F +4,134 shares

    0.01% of the 13F portfolio, value $1,135,623.

    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 1,684 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,899.

    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).