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Waverly Advisors, LLC: PNC position timeline

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

Waverly Advisors, LLC held 53,415 PNC 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 53,415 shares
    Change vs previous 13F +2,991 shares

    0.08% of the 13F portfolio, value $13,151,738.

    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 50,424 shares
    Change vs previous 13F +1,172 shares

    0.08% of the 13F portfolio, value $10,492,790.

    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 49,252 shares
    Change vs previous 13F +27,939 shares

    0.08% of the 13F portfolio, value $10,280,397.

    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 21,313 shares
    Change vs previous 13F +2,129 shares

    0.04% of the 13F portfolio, value $4,282,494.

    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 19,184 shares
    Change vs previous 13F +1,832 shares

    0.04% of the 13F portfolio, value $3,576,227.

    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 17,352 shares
    Change vs previous 13F +983 shares

    0.04% of the 13F portfolio, value $3,050,046.

    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 16,369 shares
    Change vs previous 13F +11,903 shares

    0.05% of the 13F portfolio, value $3,156,697.

    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 4,466 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $825,509.

    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).