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Waverly Advisors, LLC: PCAR position timeline

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

Waverly Advisors, LLC held 73,901 PCAR 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 73,901 shares
    Change vs previous 13F +19,552 shares

    0.05% of the 13F portfolio, value $8,877,019.

    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 54,349 shares
    Change vs previous 13F +550 shares

    0.05% of the 13F portfolio, value $6,277,278.

    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 53,799 shares
    Change vs previous 13F +49,556 shares

    0.05% of the 13F portfolio, value $5,891,574.

    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 4,243 shares
    Change vs previous 13F +716 shares

    <0.01% of the 13F portfolio, value $417,164.

    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 3,527 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $335,289.

    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 3,508 shares
    Change vs previous 13F +260 shares

    <0.01% of the 13F portfolio, value $341,569.

    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).

  7. period ended2024-12-31
    13F 3,248 shares
    Change vs previous 13F +971 shares

    0.01% of the 13F portfolio, value $337,899.

    13F-HR 0001398344-25-002762 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).

  8. period ended2024-09-30
    13F 2,277 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,657.

    13F-HR 0001398344-24-020725 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).