Skip to content
Disclosery

Savvy Advisors, Inc.: OEF position timeline

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

Savvy Advisors, Inc. held 20,131 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,131 shares
    Change vs previous 13F -889 shares

    0.16% of the 13F portfolio, value $7,365,414.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 21,020 shares
    Change vs previous 13F -30,720 shares

    0.18% of the 13F portfolio, value $6,685,871.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 51,740 shares
    Change vs previous 13F +21,942 shares

    0.57% of the 13F portfolio, value $17,745,321.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 29,798 shares
    Change vs previous 13F +5,370 shares

    0.46% of the 13F portfolio, value $9,917,921.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 24,428 shares
    Change vs previous 13F +6,959 shares

    0.5% of the 13F portfolio, value $7,434,575.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 17,469 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,731,258.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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