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Waverly Advisors, LLC: PRF position timeline

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

Waverly Advisors, LLC held 3,577,537 PRF 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 3,577,537 shares
    Change vs previous 13F -82,038 shares

    1.12% of the 13F portfolio, value $193,294,349.

    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 3,659,575 shares
    Change vs previous 13F -43,645 shares

    1.31% of the 13F portfolio, value $173,939,594.

    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 3,703,220 shares
    Change vs previous 13F -55,152 shares

    1.41% of the 13F portfolio, value $173,755,098.

    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 3,758,372 shares
    Change vs previous 13F -23,984 shares

    1.69% of the 13F portfolio, value $169,915,991.

    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 3,782,356 shares
    Change vs previous 13F -99,282 shares

    1.75% of the 13F portfolio, value $159,880,201.

    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 3,881,638 shares
    Change vs previous 13F -84,550 shares

    1.91% of the 13F portfolio, value $156,856,979.

    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 3,966,188 shares
    Change vs previous 13F -98,484 shares

    2.48% of the 13F portfolio, value $159,996,040.

    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 4,064,672 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $165,147,606.

    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).