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| As Of | Filer | Filing¹ | For·On·As | Docs:Size | Issuer | | Filing Agent | | | | | | | | | |
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2/14/24 Waverly Advisors, LLC 13F-HR 12/31/23 2:282K
11/14/23 Waverly Advisors, LLC 13F-HR 9/30/23 2:255K
8/15/23‡ Waverly Advisors, LLC 13F-HR 6/30/23 2:226K
5/16/23‡ Waverly Advisors, LLC 13F-HR 3/31/23 2:192K
2/15/23‡ Waverly Advisors, LLC 13F-HR 12/31/22 2:185K
11/15/22‡ Waverly Advisors, LLC 13F-HR 9/30/22 2:119K
8/15/22 Waverly Advisors, LLC 13F-HR 6/30/22 2:135K
5/17/22‡ Waverly Advisors, LLC 13F-HR 3/31/22 2:138K
2/15/22‡ Waverly Advisors, LLC 13F-HR 12/31/21 2:133K
11/15/21‡ Waverly Advisors, LLC 13F-HR 9/30/21 2:125K
8/17/21‡ Waverly Advisors, LLC 13F-HR 6/30/21 2:119K
5/24/21‡ Waverly Advisors, LLC 13F-HR 3/31/21 2:78K
2/16/21‡ Waverly Advisors, LLC 13F-HR 12/31/20 2:69K
11/2/20 Waverly Advisors, LLC 13F-HR 9/30/20 2:64K
8/17/20‡ Waverly Advisors, LLC 13F-HR 6/30/20 2:69K
5/14/20 Waverly Advisors, LLC 13F-HR 3/31/20 2:65K
2/7/20 Waverly Advisors, LLC 13F-HR 12/31/19 2:63K
11/12/19 Waverly Advisors, LLC 13F-HR 9/30/19 2:56K
8/12/19 Waverly Advisors, LLC 13F-HR 6/30/19 2:64K
5/6/19‡ Waverly Advisors, LLC 13F-HR 3/31/19 2:63K
| ____________ | | ‡ | A non-Insider-Ownership Filing that was accepted after the SEC “closed” at 5:30:00pm ET. The legal “Filed As Of” date may be the next, or another, day. | | ¹ | Filing/Form Type: | | 13F-HR | Quarterly Holdings and Combination Report by a Money Manager — Form 13F. |
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