Skip to content
Disclosery

Waverly Advisors, LLC: WY position timeline

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

Waverly Advisors, LLC held 100,911 WY 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 100,911 shares
    Change vs previous 13F +12,263 shares

    0.01% of the 13F portfolio, value $2,415,804.

    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 88,648 shares
    Change vs previous 13F +5,429 shares

    0.02% of the 13F portfolio, value $2,165,658.

    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 83,219 shares
    Change vs previous 13F +70,309 shares

    0.02% of the 13F portfolio, value $1,971,453.

    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 12,910 shares
    Change vs previous 13F -372 shares

    <0.01% of the 13F portfolio, value $320,036.

    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 13,282 shares
    Change vs previous 13F +1,530 shares

    <0.01% of the 13F portfolio, value $341,220.

    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 11,752 shares
    Change vs previous 13F +922 shares

    <0.01% of the 13F portfolio, value $344,109.

    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 10,830 shares
    Change vs previous 13F +343 shares

    <0.01% of the 13F portfolio, value $304,852.

    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 10,487 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $355,097.

    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).