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Waverly Advisors, LLC: PEY position timeline

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

Waverly Advisors, LLC held 42,911 PEY 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 42,911 shares
    Change vs previous 13F -25,142 shares

    0.01% of the 13F portfolio, value $994,679.

    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 68,053 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $1,457,614.

    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 67,994 shares
    Change vs previous 13F -321,105 shares

    0.01% of the 13F portfolio, value $1,386,088.

    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 389,099 shares
    Change vs previous 13F +26,822 shares

    0.08% of the 13F portfolio, value $8,197,115.

    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 362,277 shares
    Change vs previous 13F -17,249 shares

    0.08% of the 13F portfolio, value $7,394,070.

    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 379,526 shares
    Change vs previous 13F -825 shares

    0.1% of the 13F portfolio, value $8,148,434.

    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 380,351 shares
    Change vs previous 13F +1,418 shares

    0.13% of the 13F portfolio, value $8,086,268.

    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 378,933 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $8,310,010.

    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).