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Waverly Advisors, LLC: WMB position timeline

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

Waverly Advisors, LLC held 48,747 WMB 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 48,747 shares
    Change vs previous 13F +1,587 shares

    0.02% of the 13F portfolio, value $3,623,842.

    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 47,160 shares
    Change vs previous 13F +5,050 shares

    0.03% of the 13F portfolio, value $3,432,296.

    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 42,110 shares
    Change vs previous 13F -1,322 shares

    0.02% of the 13F portfolio, value $2,531,235.

    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 43,432 shares
    Change vs previous 13F +2,078 shares

    0.03% of the 13F portfolio, value $2,751,403.

    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 41,354 shares
    Change vs previous 13F +5,376 shares

    0.03% of the 13F portfolio, value $2,597,451.

    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 35,978 shares
    Change vs previous 13F +583 shares

    0.03% of the 13F portfolio, value $2,150,064.

    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 35,395 shares
    Change vs previous 13F -301 shares

    0.03% of the 13F portfolio, value $1,915,569.

    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 35,696 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,629,529.

    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).