Skip to content
Disclosery

Waverly Advisors, LLC: PLUG position timeline

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

Waverly Advisors, LLC held 20,301 PLUG 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 20,301 shares
    Change vs previous 13F -3,000 shares

    <0.01% of the 13F portfolio, value $55,016.

    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 23,301 shares
    Change vs previous 13F +250 shares

    <0.01% of the 13F portfolio, value $52,660.

    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 23,051 shares
    Change vs previous 13F -1,756 shares

    <0.01% of the 13F portfolio, value $45,410.

    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 24,807 shares
    Change vs previous 13F +10,000 shares

    <0.01% of the 13F portfolio, value $57,800.

    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 14,807 shares
    Change vs previous 13F +4,000 shares

    <0.01% of the 13F portfolio, value $22,062.

    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 10,807 shares
    Change vs previous 13F -350 shares

    <0.01% of the 13F portfolio, value $14,589.

    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 11,157 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $23,764.

    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 10,757 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,311.

    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).