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Waverly Advisors, LLC: XMHQ position timeline

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

Waverly Advisors, LLC held 469,902 XMHQ 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 469,902 shares
    Change vs previous 13F +442,140 shares

    0.31% of the 13F portfolio, value $53,042,534.

    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 27,762 shares
    Change vs previous 13F +99 shares

    0.02% of the 13F portfolio, value $2,869,710.

    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 27,663 shares
    Change vs previous 13F +1,183 shares

    0.02% of the 13F portfolio, value $2,833,264.

    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 26,480 shares
    Change vs previous 13F +608 shares

    0.03% of the 13F portfolio, value $2,779,346.

    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 25,872 shares
    Change vs previous 13F -522 shares

    0.03% of the 13F portfolio, value $2,541,710.

    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 26,394 shares
    Change vs previous 13F +4,810 shares

    0.03% of the 13F portfolio, value $2,415,868.

    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 21,584 shares
    Change vs previous 13F +3,226 shares

    0.03% of the 13F portfolio, value $2,125,336.

    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 18,358 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,883,120.

    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).