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Waverly Advisors, LLC: PCY position timeline

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

Waverly Advisors, LLC held 338,938 PCY 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 338,938 shares
    Change vs previous 13F +2,562 shares

    0.04% of the 13F portfolio, value $7,338,006.

    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 336,376 shares
    Change vs previous 13F -4,891 shares

    0.05% of the 13F portfolio, value $7,030,253.

    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 341,267 shares
    Change vs previous 13F +13,099 shares

    0.06% of the 13F portfolio, value $7,391,848.

    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 328,168 shares
    Change vs previous 13F +15,504 shares

    0.07% of the 13F portfolio, value $7,075,302.

    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 312,664 shares
    Change vs previous 13F -4,553 shares

    0.07% of the 13F portfolio, value $6,387,727.

    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 317,217 shares
    Change vs previous 13F +11,824 shares

    0.08% of the 13F portfolio, value $6,398,266.

    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 305,393 shares
    Change vs previous 13F -2,353 shares

    0.09% of the 13F portfolio, value $6,052,885.

    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 307,746 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,616,529.

    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).