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Waverly Advisors, LLC: PNR position timeline

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

Waverly Advisors, LLC held 83,636 PNR 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 83,636 shares
    Change vs previous 13F -1,002 shares

    0.04% of the 13F portfolio, value $6,411,508.

    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 84,638 shares
    Change vs previous 13F -4,536 shares

    0.06% of the 13F portfolio, value $7,372,784.

    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 89,174 shares
    Change vs previous 13F -6,965 shares

    0.08% of the 13F portfolio, value $9,286,542.

    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 96,139 shares
    Change vs previous 13F +1,513 shares

    0.11% of the 13F portfolio, value $10,648,370.

    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 94,626 shares
    Change vs previous 13F +513 shares

    0.11% of the 13F portfolio, value $9,714,318.

    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 94,113 shares
    Change vs previous 13F -557 shares

    0.1% of the 13F portfolio, value $8,233,016.

    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 94,670 shares
    Change vs previous 13F -4,119 shares

    0.15% of the 13F portfolio, value $9,527,572.

    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 98,789 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,660,560.

    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).