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Waverly Advisors, LLC: PKG position timeline

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

Waverly Advisors, LLC held 18,658 PKG 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 18,658 shares
    Change vs previous 13F +4,110 shares

    0.03% of the 13F portfolio, value $4,445,880.

    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 14,548 shares
    Change vs previous 13F +189 shares

    0.02% of the 13F portfolio, value $3,087,279.

    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 14,359 shares
    Change vs previous 13F -347 shares

    0.02% of the 13F portfolio, value $2,961,276.

    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 14,706 shares
    Change vs previous 13F +1,077 shares

    0.03% of the 13F portfolio, value $3,204,852.

    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 13,629 shares
    Change vs previous 13F +414 shares

    0.03% of the 13F portfolio, value $2,568,335.

    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 13,215 shares
    Change vs previous 13F +251 shares

    0.03% of the 13F portfolio, value $2,616,925.

    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 12,964 shares
    Change vs previous 13F +647 shares

    0.05% of the 13F portfolio, value $2,918,494.

    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 12,317 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,653,097.

    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).