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Waverly Advisors, LLC: PWV position timeline

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

Waverly Advisors, LLC held 224,439 PWV 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 224,439 shares
    Change vs previous 13F +207,927 shares

    0.1% of the 13F portfolio, value $17,005,742.

    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 16,512 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $1,151,019.

    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 16,492 shares
    Change vs previous 13F -2,101 shares

    0.01% of the 13F portfolio, value $1,097,058.

    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 18,593 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $1,212,450.

    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 18,576 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $1,154,290.

    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 18,548 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $1,103,805.

    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 18,522 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $1,053,432.

    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 18,502 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,079,053.

    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).