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Waverly Advisors, LLC: PAGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on PAGP, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 249,530 PAGP 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 249,530 shares
    Change vs previous 13F -8,527 shares

    0.04% of the 13F portfolio, value $6,056,088.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 258,057 shares
    Change vs previous 13F +16,854 shares

    0.05% of the 13F portfolio, value $6,265,624.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 241,203 shares
    Change vs previous 13F -6,740 shares

    0.04% of the 13F portfolio, value $4,616,621.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 247,943 shares
    Change vs previous 13F +1,158 shares

    0.05% of the 13F portfolio, value $4,522,480.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 246,785 shares
    Change vs previous 13F -16,202 shares

    0.05% of the 13F portfolio, value $4,795,035.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 262,987 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,617,402.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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