Skip to content
Disclosery

Waverly Advisors, LLC: PECO position timeline

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

Waverly Advisors, LLC held 34,807 PECO 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 34,807 shares
    Change vs previous 13F -659 shares

    0.01% of the 13F portfolio, value $1,448,667.

    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 35,466 shares
    Change vs previous 13F +269 shares

    0.01% of the 13F portfolio, value $1,327,138.

    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 35,197 shares
    Change vs previous 13F +10,724 shares

    0.01% of the 13F portfolio, value $1,251,957.

    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 24,473 shares
    Change vs previous 13F -2,086 shares

    0.01% of the 13F portfolio, value $840,158.

    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 26,559 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $930,362.

    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 26,479 shares
    Change vs previous 13F +3,764 shares

    0.01% of the 13F portfolio, value $966,219.

    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 22,715 shares
    Change vs previous 13F -706 shares

    0.01% of the 13F portfolio, value $850,904.

    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 23,421 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $883,206.

    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).