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Waverly Advisors, LLC: PATK position timeline

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

Waverly Advisors, LLC held 65,556 PATK 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 65,556 shares
    Change vs previous 13F -1,789 shares

    0.03% of the 13F portfolio, value $5,885,618.

    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 67,345 shares
    Change vs previous 13F -20,200 shares

    0.06% of the 13F portfolio, value $7,480,009.

    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 87,545 shares
    Change vs previous 13F +5,787 shares

    0.08% of the 13F portfolio, value $9,492,504.

    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 81,758 shares
    Change vs previous 13F -751 shares

    0.08% of the 13F portfolio, value $8,456,230.

    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 82,509 shares
    Change vs previous 13F -462 shares

    0.08% of the 13F portfolio, value $7,613,105.

    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 82,971 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,016,028.

    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).