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Waverly Advisors, LLC: WTRG position timeline

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

Waverly Advisors, LLC held 60,242 WTRG 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 60,242 shares
    Change vs previous 13F +1,973 shares

    0.01% of the 13F portfolio, value $2,307,870.

    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 58,269 shares
    Change vs previous 13F +863 shares

    0.02% of the 13F portfolio, value $2,346,493.

    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 57,406 shares
    Change vs previous 13F +1,945 shares

    0.02% of the 13F portfolio, value $2,202,094.

    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 55,461 shares
    Change vs previous 13F +2,160 shares

    0.02% of the 13F portfolio, value $2,212,894.

    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 53,301 shares
    Change vs previous 13F +2,131 shares

    0.02% of the 13F portfolio, value $1,979,599.

    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 51,170 shares
    Change vs previous 13F +4,373 shares

    0.02% of the 13F portfolio, value $2,022,750.

    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 46,797 shares
    Change vs previous 13F +2,218 shares

    0.03% of the 13F portfolio, value $1,699,667.

    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 44,579 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,719,412.

    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).