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Waverly Advisors, LLC: XAR position timeline

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

Waverly Advisors, LLC held 30,132 XAR 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 30,132 shares
    Change vs previous 13F +5,982 shares

    0.05% of the 13F portfolio, value $8,551,060.

    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 24,150 shares
    Change vs previous 13F -613 shares

    0.05% of the 13F portfolio, value $6,133,591.

    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 24,763 shares
    Change vs previous 13F +13,662 shares

    0.05% of the 13F portfolio, value $5,973,923.

    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 11,101 shares
    Change vs previous 13F -258 shares

    0.03% of the 13F portfolio, value $2,608,352.

    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 11,359 shares
    Change vs previous 13F +158 shares

    0.03% of the 13F portfolio, value $2,396,053.

    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 11,201 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $1,799,907.

    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 11,210 shares
    Change vs previous 13F +2,602 shares

    0.03% of the 13F portfolio, value $1,858,859.

    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 8,608 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,354,389.

    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).