Skip to content
Disclosery

Waverly Advisors, LLC: XLG position timeline

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

Waverly Advisors, LLC held 11,419 XLG 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 11,419 shares
    Change vs previous 13F +1,864 shares

    <0.01% of the 13F portfolio, value $699,193.

    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 9,555 shares
    Change vs previous 13F -46,475 shares

    <0.01% of the 13F portfolio, value $521,232.

    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 56,030 shares
    Change vs previous 13F +45,712 shares

    0.03% of the 13F portfolio, value $3,321,465.

    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 10,318 shares
    Change vs previous 13F +1,589 shares

    0.01% of the 13F portfolio, value $593,498.

    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 8,729 shares
    Change vs previous 13F +3,562 shares

    <0.01% of the 13F portfolio, value $454,787.

    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 5,167 shares
    Change vs previous 13F +1,123 shares

    <0.01% of the 13F portfolio, value $237,791.

    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 4,044 shares
    Change vs previous 13F -241 shares

    <0.01% of the 13F portfolio, value $202,044.

    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 4,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,665.

    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).