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Waverly Advisors, LLC: PXH position timeline

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

Waverly Advisors, LLC held 76,174 PXH 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 76,174 shares
    Change vs previous 13F -38 shares

    0.01% of the 13F portfolio, value $2,123,732.

    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 76,212 shares
    Change vs previous 13F -5,849 shares

    0.02% of the 13F portfolio, value $2,050,854.

    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 82,061 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $2,117,992.

    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 82,461 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $2,096,159.

    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 82,512 shares
    Change vs previous 13F -10,529 shares

    0.02% of the 13F portfolio, value $1,929,965.

    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 93,041 shares
    Change vs previous 13F -2,274 shares

    0.02% of the 13F portfolio, value $2,022,714.

    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 95,315 shares
    Change vs previous 13F -2,486 shares

    0.03% of the 13F portfolio, value $1,952,050.

    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 97,801 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,146,741.

    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).