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Waverly Advisors, LLC: XLE position timeline

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

Waverly Advisors, LLC held 260,263 XLE 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 260,263 shares
    Change vs previous 13F -25,806 shares

    0.08% of the 13F portfolio, value $13,822,595.

    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 286,069 shares
    Change vs previous 13F +74,653 shares

    0.13% of the 13F portfolio, value $17,524,591.

    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 211,416 shares
    Change vs previous 13F +119,058 shares

    0.08% of the 13F portfolio, value $9,452,413.

    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 92,358 shares
    Change vs previous 13F +30,222 shares

    0.08% of the 13F portfolio, value $8,251,235.

    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 62,136 shares
    Change vs previous 13F +38,505 shares

    0.06% of the 13F portfolio, value $5,269,758.

    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 23,631 shares
    Change vs previous 13F -740 shares

    0.03% of the 13F portfolio, value $2,208,348.

    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 24,371 shares
    Change vs previous 13F +12,599 shares

    0.03% of the 13F portfolio, value $2,087,655.

    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 11,772 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,033,591.

    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).