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Waverly Advisors, LLC: WFC position timeline

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

Waverly Advisors, LLC held 168,266 WFC 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 168,266 shares
    Change vs previous 13F -2,537 shares

    0.08% of the 13F portfolio, value $13,905,490.

    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 170,803 shares
    Change vs previous 13F +5,120 shares

    0.1% of the 13F portfolio, value $13,597,609.

    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 165,683 shares
    Change vs previous 13F +10,542 shares

    0.13% of the 13F portfolio, value $15,441,615.

    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 155,141 shares
    Change vs previous 13F +3,923 shares

    0.13% of the 13F portfolio, value $13,003,883.

    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 151,218 shares
    Change vs previous 13F +1,195 shares

    0.13% of the 13F portfolio, value $12,115,554.

    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 150,023 shares
    Change vs previous 13F +81,710 shares

    0.13% of the 13F portfolio, value $10,770,181.

    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 68,313 shares
    Change vs previous 13F +14,103 shares

    0.07% of the 13F portfolio, value $4,798,332.

    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 54,210 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,062,351.

    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).