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Waverly Advisors, LLC: XLP position timeline

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

Waverly Advisors, LLC held 75,117 XLP 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 75,117 shares
    Change vs previous 13F -34,066 shares

    0.04% of the 13F portfolio, value $6,239,933.

    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 109,183 shares
    Change vs previous 13F +28,062 shares

    0.07% of the 13F portfolio, value $8,950,800.

    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 81,121 shares
    Change vs previous 13F +8,548 shares

    0.05% of the 13F portfolio, value $6,301,469.

    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 72,573 shares
    Change vs previous 13F +4,214 shares

    0.06% of the 13F portfolio, value $5,687,548.

    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 68,359 shares
    Change vs previous 13F +8,381 shares

    0.06% of the 13F portfolio, value $5,535,046.

    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 59,978 shares
    Change vs previous 13F +2,103 shares

    0.06% of the 13F portfolio, value $4,898,408.

    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 57,875 shares
    Change vs previous 13F +11,845 shares

    0.07% of the 13F portfolio, value $4,549,525.

    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 46,030 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,820,529.

    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).