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Waverly Advisors, LLC: PDP position timeline

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

Waverly Advisors, LLC held 18,189 PDP 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 18,189 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,759,854.

    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 18,189 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,196,250.

    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 18,189 shares
    Change vs previous 13F -742 shares

    0.02% of the 13F portfolio, value $2,117,306.

    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 18,931 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $2,234,838.

    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 18,956 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $2,058,382.

    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 18,954 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $1,894,982.

    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 18,951 shares
    Change vs previous 13F -745 shares

    0.03% of the 13F portfolio, value $2,039,360.

    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 19,696 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,033,760.

    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).