Waverly Advisors, LLC
Position in BDVG — IMGP Berkshire Dividend Growth ETF
CIK 1568787
BIRMINGHAM, AL
Position in BDVG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,321,720
+$275,467 QoQ
Shares Held
162,745
+3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1
of 6 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDVG Over Time
Shares Held
Position Value (USD)
All Filings in BDVG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,321,720 | 162,745 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,046,253 | 156,681 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,356,533 | 183,903 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,370,113 | 185,935 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,123,314 | 176,355 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,014,032 | 171,670 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||