Skip to content
Disclosery

Waverly Advisors, LLC: PRFZ position timeline

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

Waverly Advisors, LLC held 1,071,783 PRFZ 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 1,071,783 shares
    Change vs previous 13F -37,840 shares

    0.35% of the 13F portfolio, value $59,773,348.

    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 1,109,623 shares
    Change vs previous 13F -17,958 shares

    0.38% of the 13F portfolio, value $50,898,377.

    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 1,127,581 shares
    Change vs previous 13F -27,410 shares

    0.42% of the 13F portfolio, value $51,744,706.

    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 1,154,991 shares
    Change vs previous 13F -33,640 shares

    0.52% of the 13F portfolio, value $52,459,703.

    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 1,188,631 shares
    Change vs previous 13F -41,606 shares

    0.53% of the 13F portfolio, value $48,341,636.

    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 1,230,237 shares
    Change vs previous 13F -90,823 shares

    0.57% of the 13F portfolio, value $46,576,777.

    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 1,321,060 shares
    Change vs previous 13F -55,022 shares

    0.85% of the 13F portfolio, value $54,969,294.

    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 1,376,082 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $57,176,218.

    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).