Position in FTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,278,075
+$664,529 QoQ
Shares Held
18,488
+34.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 1.9796624837732584.ToString("F0")%
Shared 0.ToString("F0")%
None 98.02033751622675.ToString("F0")%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Waverly Advisors, LLC holds $21,962,976 across 6 Oil & Gas Equipment & Services names. FTI ranks #4 (5.8% of the industry book) .
All Filings in FTI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,278,075 | 18,488 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $613,546 | 13,769 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $456,870 | 11,581 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||