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Waverly Advisors, LLC: PLXS position timeline

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

Waverly Advisors, LLC held 36,108 PLXS 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 36,108 shares
    Change vs previous 13F -7,299 shares

    0.06% of the 13F portfolio, value $10,856,593.

    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 43,407 shares
    Change vs previous 13F +36,956 shares

    0.07% of the 13F portfolio, value $8,791,654.

    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 6,451 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $948,297.

    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 6,430 shares
    Change vs previous 13F +169 shares

    0.01% of the 13F portfolio, value $930,357.

    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 6,261 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $847,176.

    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 6,243 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $799,916.

    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 6,243 shares
    Change vs previous 13F -180 shares

    0.02% of the 13F portfolio, value $976,905.

    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 6,423 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $878,089.

    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).