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Waverly Advisors, LLC: PZA position timeline

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

Waverly Advisors, LLC held 86,911 PZA 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 86,911 shares
    Change vs previous 13F +1,114 shares

    0.01% of the 13F portfolio, value $2,044,147.

    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 85,797 shares
    Change vs previous 13F +5,215 shares

    0.01% of the 13F portfolio, value $1,971,615.

    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 80,582 shares
    Change vs previous 13F +20,794 shares

    0.02% of the 13F portfolio, value $1,868,697.

    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 59,788 shares
    Change vs previous 13F -5,111 shares

    0.01% of the 13F portfolio, value $1,380,505.

    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 64,899 shares
    Change vs previous 13F -2,360 shares

    0.02% of the 13F portfolio, value $1,453,089.

    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 67,259 shares
    Change vs previous 13F +1,096 shares

    0.02% of the 13F portfolio, value $1,549,647.

    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 66,163 shares
    Change vs previous 13F -5,200 shares

    0.02% of the 13F portfolio, value $1,562,108.

    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 71,363 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,723,416.

    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).