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Waverly Advisors, LLC: PG position timeline

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

Waverly Advisors, LLC held 454,663 PG 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 454,663 shares
    Change vs previous 13F -189 shares

    0.39% of the 13F portfolio, value $66,671,784.

    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 454,852 shares
    Change vs previous 13F -3,672 shares

    0.49% of the 13F portfolio, value $65,698,796.

    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 458,524 shares
    Change vs previous 13F +87,011 shares

    0.53% of the 13F portfolio, value $65,711,189.

    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 371,513 shares
    Change vs previous 13F +16,542 shares

    0.57% of the 13F portfolio, value $57,083,015.

    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 354,971 shares
    Change vs previous 13F +62,452 shares

    0.62% of the 13F portfolio, value $56,554,004.

    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 292,519 shares
    Change vs previous 13F +26,646 shares

    0.61% of the 13F portfolio, value $49,851,006.

    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 265,873 shares
    Change vs previous 13F +157,013 shares

    0.69% of the 13F portfolio, value $44,573,578.

    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 108,860 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $18,854,577.

    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).