Skip to content
Disclosery

Waverly Advisors, LLC: PPL position timeline

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

Waverly Advisors, LLC held 33,370 PPL 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 33,370 shares
    Change vs previous 13F +134 shares

    0.01% of the 13F portfolio, value $1,212,992.

    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 33,236 shares
    Change vs previous 13F +1,726 shares

    0.01% of the 13F portfolio, value $1,269,613.

    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 31,510 shares
    Change vs previous 13F +2,992 shares

    0.01% of the 13F portfolio, value $1,103,464.

    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 28,518 shares
    Change vs previous 13F +606 shares

    0.01% of the 13F portfolio, value $1,059,729.

    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 27,912 shares
    Change vs previous 13F +398 shares

    0.01% of the 13F portfolio, value $945,941.

    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 27,514 shares
    Change vs previous 13F +512 shares

    0.01% of the 13F portfolio, value $993,533.

    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 27,002 shares
    Change vs previous 13F -158 shares

    0.01% of the 13F portfolio, value $876,485.

    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 27,160 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $898,453.

    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).