Back to WA Waverly Advisors, LLC
IBD3 quarters
Position history for WAWaverly Advisors, LLC's holdings in NORTHERN LTS FD TR IV
Yes. Waverly Advisors holds 16,284 shares of IBD, worth $387,071, as of its Q2 2026 13F filing. It increased the position by 1,550 shares (+10.5%) from Q1 2026. Waverly Advisors has held IBD since Q4 2025, across 3 quarterly 13F filings.
Current Value
$387,071
Current Shares
16,284
Total Value Change
+$31,549
Total Shares Change
+1,593
Quarter-by-Quarter History
Other major holders of IBD: LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC