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Whipplewood Advisors, LLC: PFN position timeline

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

Whipplewood Advisors, LLC held 134,055 PFN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,055 shares
    Change vs previous 13F -2,201 shares

    0.64% of the 13F portfolio, value $955,812.

    13F-HR 0002052510-26-000003 filed by Whipplewood 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 136,256 shares
    Change vs previous 13F +2,339 shares

    0.49% of the 13F portfolio, value $938,804.

    13F-HR 0002052510-26-000002 filed by Whipplewood 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 133,917 shares
    Change vs previous 13F +1,058 shares

    0.65% of the 13F portfolio, value $1,004,378.

    13F-HR 0002052510-26-000001 filed by Whipplewood 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 132,859 shares
    Change vs previous 13F +161 shares

    0.66% of the 13F portfolio, value $1,008,400.

    13F-HR 0002052510-25-000006 filed by Whipplewood 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 132,698 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $980,638.

    13F-HR 0002052510-25-000003 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).