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Waverly Advisors, LLC: XNEAX position timeline

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

Waverly Advisors, LLC held 143,327 XNEAX 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 143,327 shares
    Change vs previous 13F +2,798 shares

    0.01% of the 13F portfolio, value $1,682,659.

    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 140,529 shares
    Change vs previous 13F -32,359 shares

    0.01% of the 13F portfolio, value $1,578,145.

    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 172,888 shares
    Change vs previous 13F -18,629 shares

    0.02% of the 13F portfolio, value $2,010,686.

    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 191,517 shares
    Change vs previous 13F +3,909 shares

    0.02% of the 13F portfolio, value $2,181,377.

    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 187,608 shares
    Change vs previous 13F -8,878 shares

    0.02% of the 13F portfolio, value $2,048,677.

    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 196,486 shares
    Change vs previous 13F +26,144 shares

    0.03% of the 13F portfolio, value $2,200,641.

    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 170,342 shares
    Change vs previous 13F +15,790 shares

    0.03% of the 13F portfolio, value $1,921,461.

    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 154,552 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,849,993.

    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).