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Disclosery

Waverly Advisors, LLC: WM position timeline

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

Waverly Advisors, LLC held 132,053 WM 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 132,053 shares
    Change vs previous 13F +8,347 shares

    0.17% of the 13F portfolio, value $29,431,938.

    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 123,706 shares
    Change vs previous 13F +19,101 shares

    0.21% of the 13F portfolio, value $28,426,374.

    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 104,605 shares
    Change vs previous 13F +7,780 shares

    0.19% of the 13F portfolio, value $22,982,942.

    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 96,825 shares
    Change vs previous 13F +1,463 shares

    0.21% of the 13F portfolio, value $21,381,923.

    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 95,362 shares
    Change vs previous 13F +1,447 shares

    0.24% of the 13F portfolio, value $21,820,740.

    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 93,915 shares
    Change vs previous 13F +22,194 shares

    0.27% of the 13F portfolio, value $21,742,199.

    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 71,721 shares
    Change vs previous 13F +3,955 shares

    0.22% of the 13F portfolio, value $14,472,676.

    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 67,766 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $14,068,279.

    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).