Skip to content
Disclosery

Waverly Advisors, LLC: PFF position timeline

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

Waverly Advisors, LLC held 142,061 PFF 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 142,061 shares
    Change vs previous 13F +1,706 shares

    0.03% of the 13F portfolio, value $4,331,430.

    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 140,355 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $4,255,549.

    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 140,280 shares
    Change vs previous 13F -14,316 shares

    0.04% of the 13F portfolio, value $4,343,063.

    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 154,596 shares
    Change vs previous 13F +2,223 shares

    0.05% of the 13F portfolio, value $4,888,316.

    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 152,373 shares
    Change vs previous 13F -3,235 shares

    0.05% of the 13F portfolio, value $4,674,817.

    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 155,608 shares
    Change vs previous 13F -3,155 shares

    0.06% of the 13F portfolio, value $4,781,825.

    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 158,763 shares
    Change vs previous 13F -2,775 shares

    0.08% of the 13F portfolio, value $4,991,510.

    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 161,538 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,367,900.

    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).