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Waverly Advisors, LLC: PLMR position timeline

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

Waverly Advisors, LLC held 68,424 PLMR 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 68,424 shares
    Change vs previous 13F -2,107 shares

    0.05% of the 13F portfolio, value $8,648,109.

    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 70,531 shares
    Change vs previous 13F -2,296 shares

    0.06% of the 13F portfolio, value $8,428,455.

    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 72,827 shares
    Change vs previous 13F +4,302 shares

    0.08% of the 13F portfolio, value $9,814,167.

    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 68,525 shares
    Change vs previous 13F -481 shares

    0.08% of the 13F portfolio, value $8,000,294.

    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 69,006 shares
    Change vs previous 13F -775 shares

    0.12% of the 13F portfolio, value $10,644,176.

    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 69,781 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,565,579.

    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).