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Waverly Advisors, LLC: XLK position timeline

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

Waverly Advisors, LLC held 193,506 XLK 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 193,506 shares
    Change vs previous 13F +8,786 shares

    0.21% of the 13F portfolio, value $36,866,723.

    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 184,720 shares
    Change vs previous 13F +13,192 shares

    0.18% of the 13F portfolio, value $24,549,267.

    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 171,528 shares
    Change vs previous 13F +87,764 shares

    0.2% of the 13F portfolio, value $24,694,846.

    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 83,764 shares
    Change vs previous 13F +20,686 shares

    0.24% of the 13F portfolio, value $23,609,696.

    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 63,078 shares
    Change vs previous 13F +8,295 shares

    0.18% of the 13F portfolio, value $15,973,156.

    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 54,783 shares
    Change vs previous 13F +2,033 shares

    0.14% of the 13F portfolio, value $11,311,552.

    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 52,750 shares
    Change vs previous 13F +19,869 shares

    0.19% of the 13F portfolio, value $12,265,450.

    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 32,881 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,423,230.

    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).