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Waverly Advisors, LLC: PM position timeline

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

Waverly Advisors, LLC held 101,276 PM 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 101,276 shares
    Change vs previous 13F +9,587 shares

    0.11% of the 13F portfolio, value $18,321,838.

    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 91,689 shares
    Change vs previous 13F +4,106 shares

    0.11% of the 13F portfolio, value $15,159,929.

    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 87,583 shares
    Change vs previous 13F +53,689 shares

    0.11% of the 13F portfolio, value $14,048,243.

    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 33,894 shares
    Change vs previous 13F +1,226 shares

    0.05% of the 13F portfolio, value $5,497,589.

    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 32,668 shares
    Change vs previous 13F +1,541 shares

    0.07% of the 13F portfolio, value $5,949,894.

    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 31,127 shares
    Change vs previous 13F +3,366 shares

    0.06% of the 13F portfolio, value $4,940,725.

    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 27,761 shares
    Change vs previous 13F +4,852 shares

    0.05% of the 13F portfolio, value $3,341,073.

    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 22,909 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,781,108.

    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).