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Waverly Advisors, LLC: PEP position timeline

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

Waverly Advisors, LLC held 199,811 PEP 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 199,811 shares
    Change vs previous 13F +5,206 shares

    0.16% of the 13F portfolio, value $27,054,417.

    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 194,605 shares
    Change vs previous 13F -14,504 shares

    0.23% of the 13F portfolio, value $30,220,258.

    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 209,109 shares
    Change vs previous 13F +87,136 shares

    0.24% of the 13F portfolio, value $30,011,299.

    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 121,973 shares
    Change vs previous 13F +29,611 shares

    0.17% of the 13F portfolio, value $17,129,894.

    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 92,362 shares
    Change vs previous 13F -15,958 shares

    0.13% of the 13F portfolio, value $12,195,462.

    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 108,320 shares
    Change vs previous 13F +23,278 shares

    0.2% of the 13F portfolio, value $16,241,529.

    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 85,042 shares
    Change vs previous 13F +6,700 shares

    0.2% of the 13F portfolio, value $12,931,459.

    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 78,342 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $13,321,998.

    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).