Skip to content
Disclosery

Waverly Advisors, LLC: WMT position timeline

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

Waverly Advisors, LLC held 423,914 WMT 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 423,914 shares
    Change vs previous 13F +23,457 shares

    0.28% of the 13F portfolio, value $48,012,463.

    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 400,457 shares
    Change vs previous 13F -1,489 shares

    0.37% of the 13F portfolio, value $49,768,793.

    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 401,946 shares
    Change vs previous 13F +85,348 shares

    0.36% of the 13F portfolio, value $44,780,834.

    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 316,598 shares
    Change vs previous 13F +12,135 shares

    0.33% of the 13F portfolio, value $32,628,630.

    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 304,463 shares
    Change vs previous 13F +2,980 shares

    0.33% of the 13F portfolio, value $29,770,358.

    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 301,483 shares
    Change vs previous 13F -2,338 shares

    0.32% of the 13F portfolio, value $26,467,170.

    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 303,821 shares
    Change vs previous 13F +105,342 shares

    0.42% of the 13F portfolio, value $27,450,209.

    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 198,479 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $16,027,187.

    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).