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BIBLBIBL
10 quarters

Position history for WAWaverly Advisors, LLC's holdings in NORTHERN LTS FD TR IV

Yes. Waverly Advisors holds 9,460 shares of BIBL, worth $547,545, as of its Q2 2026 13F filing. It increased the position by 977 shares (+11.5%) from Q1 2026. Waverly Advisors has held BIBL since Q1 2024, across 10 quarterly 13F filings.

Current Value

$547,545

Current Shares

9,460

Total Value Change

+$323,579

Total Shares Change

+3,704

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9,460
+11.5%
$547,5450.0%$57.88
27
2026-Q1
Unchanged
8,483
0.0%
$399,9730.0%$47.06
0
2025-Q4
Increased
8,483
+4.5%
$382,8380.0%$44.86
25
2025-Q3
Increased
8,119
+10.1%
$360,7270.0%$44.07
26
2025-Q2
Increased
7,372
+10.4%
$304,6850.0%$40.88
26
2025-Q1
Decreased
6,677
-3.6%
$256,4470.0%$37.88
0
2024-Q4
Increased
6,927
+0.0%
$269,4850.0%$38.25
23
2024-Q3
Increased
6,926
+9.9%
$281,6950.0%$39.91
26
2024-Q2
Increased
6,302
+9.5%
$239,3590.0%$37.18
25
2024-Q1
New
5,756
-
$223,9660.0%$37.99
32

Other major holders of BIBL: LPL Financial LLC, OSAIC HOLDINGS, INC.

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