Waverly Advisors, LLC

Position in F — Ford Motor Co

CIK 1568787 BIRMINGHAM, AL

Position in F

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,263,183

+$401,574 QoQ

Shares Held

162,819

+0.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#389

of 1,729 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Cyclical · as of Jun 30, 2026

Waverly Advisors, LLC holds $30,319,813 across 4 Auto Manufacturers names. F ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	58,174	$24,467,984
2	GM	General Motors Co	43,430	$3,347,584
3	F	Ford Motor Co This page	162,819	$2,263,183
4	HMC	Honda Motor Co Ltd	8,892	$241,062

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,263,183	162,819	+0.9%	Shares	Sole	2026-08-14
2026-03-31	$1,861,609	161,318	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$2,111,034	160,902	+122.5%	Shares	Sole	2026-02-17
2025-09-30	$865,066	72,330	-5.7%	Shares	Sole	2025-11-14
2025-06-30	$831,869	76,670	-10.9%	Shares	Sole	2025-08-14
2025-03-31	$863,151	86,057	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$857,726	86,639	+137.4%	Shares	Sole	2025-02-14
2024-09-30	$385,323	36,489	+9.1%	Shares	Sole	2024-11-14
2024-06-30	$419,249	33,433	+95.3%	Shares	Sole	2024-08-14
2024-03-31	$227,312	17,117	-3.3%	Shares	Sole	2024-05-15
2023-12-31	$215,664	17,692	+5.3%	Shares	Other	2024-02-14
2023-09-30	$208,617	16,797	+21.3%	Shares	Other	2023-11-14
2023-06-30	$209,428	13,842	+4.7%	Shares	Other	2023-08-15
2023-03-31	$166,508	13,215	+11.9%	Shares	Other	2023-05-16
2022-12-31	$137,373	11,812	+8.1%	Shares	Other	2023-02-15
2022-09-30	$122,371	10,926	-17.7%	Shares	Sole	2022-11-15
2022-06-30	$147,772	13,277	+3.5%	Shares	Other	2022-08-15
2022-03-31	$216,853	12,824	-2.1%	Shares	Sole	2022-05-17
2021-12-31	$272,024	13,097	+1.1%	Shares	Other	2022-02-15
2021-09-30	$183,442	12,955	+8.7%	Shares	Sole	2021-11-15
2021-06-30	$177,042	11,914	+0.3%	Shares	Sole	2021-08-17
2021-03-31	$145,579	11,884	—	Shares	Sole	2021-05-24
No filing history on record for this holder in this stock.