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Waverly Advisors, LLC: PGX position timeline

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

Waverly Advisors, LLC held 95,787 PGX 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 95,787 shares
    Change vs previous 13F -5,017 shares

    0.01% of the 13F portfolio, value $1,038,336.

    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 100,804 shares
    Change vs previous 13F -5,574 shares

    0.01% of the 13F portfolio, value $1,096,753.

    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 106,378 shares
    Change vs previous 13F -14,792 shares

    0.01% of the 13F portfolio, value $1,195,689.

    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 121,170 shares
    Change vs previous 13F -13,795 shares

    0.01% of the 13F portfolio, value $1,405,568.

    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 134,965 shares
    Change vs previous 13F -13,259 shares

    0.02% of the 13F portfolio, value $1,502,156.

    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 148,224 shares
    Change vs previous 13F +1,235 shares

    0.02% of the 13F portfolio, value $1,663,068.

    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 146,989 shares
    Change vs previous 13F +542 shares

    0.03% of the 13F portfolio, value $1,694,783.

    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 146,447 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,808,620.

    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).