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Waverly Advisors, LLC: PLTR position timeline

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

Waverly Advisors, LLC held 48,242 PLTR 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 48,242 shares
    Change vs previous 13F +2,811 shares

    0.03% of the 13F portfolio, value $5,628,345.

    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 45,431 shares
    Change vs previous 13F +1,333 shares

    0.05% of the 13F portfolio, value $6,645,586.

    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 44,098 shares
    Change vs previous 13F +3,369 shares

    0.06% of the 13F portfolio, value $7,838,492.

    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 40,729 shares
    Change vs previous 13F -4,987 shares

    0.07% of the 13F portfolio, value $7,429,848.

    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 45,716 shares
    Change vs previous 13F -18,244 shares

    0.07% of the 13F portfolio, value $6,231,945.

    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 63,960 shares
    Change vs previous 13F -22,654 shares

    0.07% of the 13F portfolio, value $5,398,205.

    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 86,614 shares
    Change vs previous 13F -869 shares

    0.1% of the 13F portfolio, value $6,550,594.

    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 87,483 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,254,368.

    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).