Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001398344-26-009223
Filing Date
2026-05-15
Accepted
2026-05-15 09:00:26
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-05-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 3574
2 fp0098412-13_13fhr-table.html INFORMATION TABLE  
2 fp0098412-13_13fhr-table.xml INFORMATION TABLE 798359
  Complete submission text file 0001398344-26-009223.txt   803394
Mailing Address 600 UNIVERSITY PARK PLACE SUITE 501 BIRMINGHAM AL 35209
Business Address 600 UNIVERSITY PARK PLACE SUITE 501 BIRMINGHAM AL 35209 205-871-3334
Waverly Advisors, LLC (Filer) CIK: 0001568787 (see all company filings)

EIN.: 631229657 | State of Incorp.: AL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-15191 | Film No.: 26982763