IR
Superintel
OverviewMarketsWatchlist

Waverly Advisors, LLCIndexIndex / Passive

CIK: 0001568787 | BIRMINGHAM, AL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR1864$17.2B2026-08-14SEC ↗
Q1 2026
13F-HR1711$13.4B2026-05-15SEC ↗
Q4 2025
13F-HR1567$12.4B2026-02-17SEC ↗
Q3 2025
13F-HR1365$10.0B2025-11-14SEC ↗
Q2 2025
13F-HR1256$9.1B2025-08-14SEC ↗
Q1 2025
13F-HR1171$8.2B2025-05-15SEC ↗
Q4 2024
13F-HR1045$6.5B2025-02-14SEC ↗
Q3 2024
13F-HR848$5.4B2024-11-14SEC ↗
Q2 2024
13F-HR1105$5.1B2024-08-14SEC ↗
Q1 2024
13F-HR989$4.2B2024-05-15SEC ↗
Q4 2023
13F-HR647$2.7B2024-02-14SEC ↗
Q3 2023
13F-HR584$2.3B2023-11-14SEC ↗
Q2 2023
13F-HR516$2.3B2023-08-15SEC ↗
Q1 2023
13F-HR435$1.9B2023-05-16SEC ↗
Q4 2022
13F-HR418$1.8B2023-02-15SEC ↗
Q3 2022
13F-HR268$29.8M2022-11-15SEC ↗
Q2 2022
13F-HR308$24.0M2022-08-15SEC ↗
Q1 2022
13F-HR316$5.6M2022-05-17SEC ↗
Q4 2021
13F-HR305$1.2M2022-02-15SEC ↗
Q3 2021
13F-HR283$2.9M2021-11-15SEC ↗
Q2 2021
13F-HR269$1.1M2021-08-17SEC ↗
Q1 2021
13F-HR174$1.0M2021-05-24SEC ↗
Q4 2020
13F-HR153$952.1K2021-02-16SEC ↗
Q3 2020
13F-HR143$751.4K2020-11-02SEC ↗
Q2 2020
13F-HR154$771.9K2020-08-17SEC ↗
Q1 2020
13F-HR145$2.1M2020-05-14SEC ↗
Q4 2019
13F-HR140$761.1K2020-02-07SEC ↗
Q3 2019
13F-HR133$999.7K2019-11-12SEC ↗
Q2 2019
13F-HR129$1.2M2019-08-12SEC ↗
Q1 2019
13F-HR127$828.9K2019-05-06SEC ↗
Q4 2018
13F-HR116$753.6K2019-02-13SEC ↗
Q3 2018
13F-HR193$5.2M2018-11-05SEC ↗
Q2 2018
13F-HR188$4.5M2018-08-02SEC ↗
Q1 2018
13F-HR175$4.2M2018-05-04SEC ↗
Q4 2017
13F-HR405$8.6M2018-02-12SEC ↗
Q3 2017
13F-HR234$7.7M2017-10-30SEC ↗
Q2 2017
13F-HR219$7.1M2017-07-27SEC ↗
Q1 2017
13F-HR213$6.5M2017-05-08SEC ↗
Q4 2016
13F-HR120$1.6M2017-01-24SEC ↗
Q3 2016
13F-HR102$977.8K2016-10-27SEC ↗
Q2 2016
13F-HR89$628.1K2016-07-13SEC ↗
Q1 2016
13F-HR93$389.2K2016-04-20SEC ↗
Q4 2015
13F-HR128$1.1M2016-02-08SEC ↗
Q3 2015
13F-HR441$642.5K2015-11-02SEC ↗
Q2 2015
13F-HR374$561.2K2015-08-10SEC ↗
Q1 2015
13F-HR362$526.4K2015-05-07SEC ↗
Q4 2014
13F-HR419$538.8K2015-01-15SEC ↗
Q3 2014
13F-HR773$1.3M2014-10-28SEC ↗
Q2 2014
13F-HR731$2.2M2014-07-29SEC ↗
Q1 2014
13F-HR701$1.9M2014-04-28SEC ↗
Q4 2013
13F-HR834$2.3M2014-01-27SEC ↗
Q3 2013
13F-HR584$1.6M2013-10-23SEC ↗
Q2 2013
13F-HR97$987.5K2013-07-31SEC ↗