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Waverly Advisors, LLC: XLV position timeline

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

Waverly Advisors, LLC held 60,054 XLV 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 60,054 shares
    Change vs previous 13F -2,527 shares

    0.06% of the 13F portfolio, value $9,528,111.

    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 62,581 shares
    Change vs previous 13F +1,011 shares

    0.07% of the 13F portfolio, value $9,175,029.

    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 61,570 shares
    Change vs previous 13F +7,141 shares

    0.08% of the 13F portfolio, value $9,530,919.

    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 54,429 shares
    Change vs previous 13F -2,702 shares

    0.08% of the 13F portfolio, value $7,574,938.

    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 57,131 shares
    Change vs previous 13F +730 shares

    0.08% of the 13F portfolio, value $7,700,654.

    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 56,401 shares
    Change vs previous 13F +5,637 shares

    0.1% of the 13F portfolio, value $8,235,092.

    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 50,764 shares
    Change vs previous 13F +16,327 shares

    0.11% of the 13F portfolio, value $6,983,610.

    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 34,437 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,304,045.

    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).