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Waverly Advisors, LLC: PFE position timeline

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

Waverly Advisors, LLC held 531,671 PFE 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 531,671 shares
    Change vs previous 13F +82,389 shares

    0.07% of the 13F portfolio, value $12,802,633.

    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 449,282 shares
    Change vs previous 13F +29,015 shares

    0.09% of the 13F portfolio, value $12,615,838.

    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 420,267 shares
    Change vs previous 13F +265,342 shares

    0.08% of the 13F portfolio, value $10,464,647.

    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 154,925 shares
    Change vs previous 13F +16,337 shares

    0.04% of the 13F portfolio, value $3,947,494.

    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 138,588 shares
    Change vs previous 13F -101 shares

    0.04% of the 13F portfolio, value $3,359,384.

    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 138,689 shares
    Change vs previous 13F +47,184 shares

    0.04% of the 13F portfolio, value $3,514,380.

    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 91,505 shares
    Change vs previous 13F -57,845 shares

    0.04% of the 13F portfolio, value $2,427,624.

    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 149,350 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,322,180.

    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).