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Waverly Advisors, LLC: XLI position timeline

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

Waverly Advisors, LLC held 85,201 XLI 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 85,201 shares
    Change vs previous 13F +26,107 shares

    0.09% of the 13F portfolio, value $15,781,857.

    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 59,094 shares
    Change vs previous 13F +3,125 shares

    0.07% of the 13F portfolio, value $9,557,246.

    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 55,969 shares
    Change vs previous 13F +4,017 shares

    0.07% of the 13F portfolio, value $8,681,882.

    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 51,952 shares
    Change vs previous 13F +4,358 shares

    0.08% of the 13F portfolio, value $8,012,587.

    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 47,594 shares
    Change vs previous 13F +3,482 shares

    0.08% of the 13F portfolio, value $7,021,122.

    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 44,112 shares
    Change vs previous 13F -1,403 shares

    0.07% of the 13F portfolio, value $5,781,795.

    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 45,515 shares
    Change vs previous 13F +1,902 shares

    0.09% of the 13F portfolio, value $5,997,066.

    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 43,613 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,906,896.

    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).