Skip to content
Disclosery

Waverly Advisors, LLC: PXF position timeline

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

Waverly Advisors, LLC held 67,414 PXF 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 67,414 shares
    Change vs previous 13F +127 shares

    0.03% of the 13F portfolio, value $5,099,185.

    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 67,287 shares
    Change vs previous 13F +84 shares

    0.04% of the 13F portfolio, value $4,703,327.

    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 67,203 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $4,404,791.

    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 67,197 shares
    Change vs previous 13F -1,248 shares

    0.04% of the 13F portfolio, value $4,110,786.

    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 68,445 shares
    Change vs previous 13F -134 shares

    0.04% of the 13F portfolio, value $3,930,093.

    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 68,579 shares
    Change vs previous 13F -1,485 shares

    0.04% of the 13F portfolio, value $3,565,399.

    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 70,064 shares
    Change vs previous 13F +1,357 shares

    0.05% of the 13F portfolio, value $3,355,356.

    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 68,707 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,581,696.

    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).