Waverly Advisors, LLC
Position in XOVR — EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
CIK 1568787
BIRMINGHAM, AL
Position in XOVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,578,202
+$482,869 QoQ
Shares Held
74,974
+15.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#32
of 85 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOVR Over Time
Shares Held
Position Value (USD)
All Filings in XOVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578,202 | 74,974 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,095,333 | 64,851 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $634,550 | 31,507 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $589,944 | 27,933 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $309,926 | 16,235 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||