Filer · Institutional
Waverly Advisors,LLC
CIK 0001568787TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0001398344-26-009223 · filed 2026-05-15
1,614
positions
Q4 202513F-HR
0001398344-26-003224 · filed 2026-02-17
1,474
positions
Q3 202513F-HR
0001398344-25-020944 · filed 2025-11-14
1,277
positions
Q2 202513F-HR
0001398344-25-015429 · filed 2025-08-14
1,184
positions
Q1 202513F-HR
0001398344-25-009517 · filed 2025-05-15
1,109
positions
Q4 202413F-HR
0001398344-25-002762 · filed 2025-02-14
981
positions
Q3 202413F-HR
0001398344-24-020725 · filed 2024-11-14
805
positions
Q2 202413F-HR
0001398344-24-014618 · filed 2024-08-14
802
positions
Q1 202413F-HR
0001398344-24-009717 · filed 2024-05-15
696
positions
Q4 202313F-HR
0001568787-24-000003 · filed 2024-02-14
0
positions
Q3 202313F-HR
0001568787-23-000006 · filed 2023-11-14
0
positions
Q2 202313F-HR
0001568787-23-000005 · filed 2023-08-15
0
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.