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Whipplewood Advisors, LLC: PRF position timeline

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

Whipplewood Advisors, LLC held 27,479 PRF 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 27,479 shares
    Change vs previous 13F -4,101 shares

    1% of the 13F portfolio, value $1,484,690.

    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 31,580 shares
    Change vs previous 13F -1,089 shares

    0.78% of the 13F portfolio, value $1,500,997.

    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 32,669 shares
    Change vs previous 13F -313 shares

    0.98% of the 13F portfolio, value $1,532,829.

    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 32,982 shares
    Change vs previous 13F +246 shares

    0.98% of the 13F portfolio, value $1,491,116.

    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 32,736 shares
    Change vs previous 13F +32,136 shares

    0.76% of the 13F portfolio, value $1,383,751.

    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).

  6. period ended2025-03-31
    13F 600 shares
    Change vs previous 13F -35,953 shares

    1.06% of the 13F portfolio, value $1,490,806.

    13F-HR 0002052510-25-000002 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).

  7. period ended2024-12-31
    13F 36,553 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,474,548.

    13F-HR 0002052510-25-000001 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).