Waverly Advisors, LLC
Position in BIPH — Brookfield Infrastructure Partners L.P.
CIK 1568787
BIRMINGHAM, AL
Position in BIPH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,248,976
+$135,448 QoQ
Shares Held
117,635
-0.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026Waverly Advisors, LLC holds $5,901,412 across 3 Utilities - Diversified names. BIPH ranks #1 (72.0% of the industry book) .
All Filings in BIPH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,248,976 | 117,635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,113,528 | 118,409 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,899,372 | 118,558 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,978,560 | 118,763 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,550,819 | 119,195 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $343,649 | 10,810 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||