Position in GM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,347,584
+$347,097 QoQ
Shares Held
43,430
+7.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#430
of 1,548 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $30,319,813 across 4 Auto Manufacturers names. GM ranks #2 (11.0% of the industry book) .
All Filings in GM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,347,584 | 43,430 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,000,487 | 40,275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,505,143 | 30,806 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,736,303 | 28,478 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,168,688 | 23,749 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $954,426 | 20,294 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,127,512 | 21,166 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $552,204 | 12,315 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $565,278 | 12,167 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $531,501 | 11,720 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $427,950 | 11,914 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||