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Waverly Advisors, LLC: WES position timeline

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

Waverly Advisors, LLC held 250,869 WES 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 250,869 shares
    Change vs previous 13F -2,450 shares

    0.06% of the 13F portfolio, value $10,978,021.

    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 253,319 shares
    Change vs previous 13F -102,424 shares

    0.08% of the 13F portfolio, value $10,429,159.

    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 355,743 shares
    Change vs previous 13F +49,005 shares

    0.11% of the 13F portfolio, value $14,051,836.

    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 306,738 shares
    Change vs previous 13F -9,327 shares

    0.12% of the 13F portfolio, value $12,051,753.

    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 316,065 shares
    Change vs previous 13F +3,869 shares

    0.13% of the 13F portfolio, value $12,231,728.

    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 312,196 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,787,548.

    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).