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Waverly Advisors, LLC: PFFD position timeline

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

Waverly Advisors, LLC held 138,526 PFFD 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 138,526 shares
    Change vs previous 13F +25,390 shares

    0.02% of the 13F portfolio, value $2,589,060.

    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 113,136 shares
    Change vs previous 13F +17,596 shares

    0.02% of the 13F portfolio, value $2,081,704.

    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 95,540 shares
    Change vs previous 13F +18,751 shares

    0.01% of the 13F portfolio, value $1,806,668.

    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 76,789 shares
    Change vs previous 13F +8,630 shares

    0.01% of the 13F portfolio, value $1,492,012.

    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 68,159 shares
    Change vs previous 13F +1,977 shares

    0.01% of the 13F portfolio, value $1,283,439.

    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 66,182 shares
    Change vs previous 13F -262 shares

    0.02% of the 13F portfolio, value $1,260,097.

    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 66,444 shares
    Change vs previous 13F -1,278 shares

    0.02% of the 13F portfolio, value $1,296,314.

    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 67,722 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,407,268.

    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).