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Disclosery

PYA Waltman Capital, LLC: PAAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PYA Waltman Capital, LLC on PAAS, newest first. How the timeline and the estimate are built.

PYA Waltman Capital, LLC held 6,812 PAAS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,812 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $305,109.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,812 shares
    Change vs previous 13F -2,560 shares

    0.1% of the 13F portfolio, value $372,140.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,372 shares
    Change vs previous 13F -590 shares

    0.13% of the 13F portfolio, value $485,563.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,962 shares
    Change vs previous 13F -334 shares

    0.1% of the 13F portfolio, value $385,828.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,296 shares
    Change vs previous 13F -714 shares

    0.08% of the 13F portfolio, value $292,394.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,010 shares
    Change vs previous 13F -339 shares

    0.09% of the 13F portfolio, value $284,388.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,349 shares
    Change vs previous 13F -1,000 shares

    0.07% of the 13F portfolio, value $229,468.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,349 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $257,715.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).