Waverly Advisors, LLC SEC EDGAR Filings (CIK 0001568787)

SEC EDGAR filings, ownership reports, and insider transactions for Waverly Advisors, LLC.

Business address
600 University Park Place, Suite 501, Birmingham, AL, 35209
Top securities (13F)
IVV, VUG, AAPL, VIG, MSFT, NVDA, PRF, SGOV, SPIB, AVUV, IWB, AVLV, VOE, JPIE, SPY, HEFA, RSP, BRKB, VONE, and VTI
State of incorporation
AL
Fiscal year end
31 December
Former names
WA Asset Management, LLC (to 15 Nov 2022), Warren Averett Asset Management, LLC (to 17 May 2022)
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Waverly Advisors, LLC has filed 54 SEC EDGAR filings since 13 Feb 2013

Latest Filings

Recent SEC filings for Waverly Advisors, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2025 30 Sep 2025 028-15191
N-PX Open N-PX document View SEC filing for N-PX 29 Aug 2025 30 Jun 2025 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2025 31 Mar 2025 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2025 31 Dec 2024 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2024 30 Sep 2024 028-15191
N-PX Open N-PX document View SEC filing for N-PX 29 Aug 2024 30 Jun 2024 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 30 Jun 2024 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2024 31 Mar 2024 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2023 30 Sep 2023 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2023 30 Jun 2023 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2023 31 Mar 2023 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2023 31 Dec 2022 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2022 30 Sep 2022 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2022 30 Jun 2022 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2022 31 Mar 2022 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2022 31 Dec 2021 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2021 30 Sep 2021 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Aug 2021 30 Jun 2021 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 May 2021 31 Mar 2021 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2020 30 Sep 2020 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Aug 2020 30 Jun 2020 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2020 31 Mar 2020 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2020 31 Dec 2019 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2019 30 Sep 2019 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2019 30 Jun 2019 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2019 31 Mar 2019 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2019 31 Dec 2018 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2018 30 Sep 2018 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2018 30 Jun 2018 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2018 31 Mar 2018 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2018 31 Dec 2017 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2017 30 Sep 2017 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jul 2017 30 Jun 2017 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2017 31 Mar 2017 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2017 31 Dec 2016 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2016 30 Sep 2016 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2016 30 Jun 2016 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2016 31 Mar 2016 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2016 31 Dec 2015 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2015 30 Sep 2015 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2015 30 Jun 2015 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2015 31 Mar 2015 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2015 31 Dec 2014 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2014 30 Sep 2014 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2014 30 Jun 2014 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2014 31 Mar 2014 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2014 31 Dec 2013 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2013 30 Sep 2013 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2013 30 Jun 2013 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2013 31 Mar 2013 028-15191
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2013 31 Dec 2012 028-15191

About this filer

Waverly Advisors, LLC files with the SEC under CIK 0001568787. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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