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Disclosery

W ADVISORS, LLC: OEF position timeline

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

W ADVISORS, LLC held 20,714 OEF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,714 shares
    Change vs previous 13F -1,698 shares

    3.45% of the 13F portfolio, value $7,578,631.

    13F-HR 0001172661-26-002980 filed by W 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 22,412 shares
    Change vs previous 13F -5,028 shares

    3.65% of the 13F portfolio, value $7,128,585.

    13F-HR 0001172661-26-001570 filed by W 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 27,440 shares
    Change vs previous 13F -134 shares

    4.73% of the 13F portfolio, value $9,411,096.

    13F-HR 0001172661-26-000770 filed by W 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 27,574 shares
    Change vs previous 13F +1,633 shares

    4.83% of the 13F portfolio, value $9,177,730.

    13F-HR 0001172661-25-004935 filed by W 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 25,941 shares
    Change vs previous 13F -215 shares

    4.53% of the 13F portfolio, value $7,895,143.

    13F-HR 0001172661-25-002933 filed by W 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 26,156 shares
    Change vs previous 13F +2,165 shares

    4.43% of the 13F portfolio, value $7,083,830.

    13F-HR 0001172661-25-001769 filed by W 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 23,991 shares
    Change vs previous 13F -888 shares

    4.29% of the 13F portfolio, value $6,929,800.

    13F-HR 0001172661-25-000311 filed by W 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 24,879 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $6,885,512.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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