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Disclosery

Waterford Advisors, LLC: RSP position timeline

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

Waterford Advisors, LLC held 13,024 RSP 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 13,024 shares
    Change vs previous 13F -502 shares

    0.76% of the 13F portfolio, value $2,771,179.

    13F-HR 0001960657-26-000003 filed by Waterford 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 13,526 shares
    Change vs previous 13F -137 shares

    0.81% of the 13F portfolio, value $2,543,882.

    13F-HR 0001960657-26-000002 filed by Waterford 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 13,663 shares
    Change vs previous 13F -265 shares

    1.02% of the 13F portfolio, value $2,617,323.

    13F-HR 0001960657-26-000001 filed by Waterford 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 13,928 shares
    Change vs previous 13F +13,166 shares

    0.91% of the 13F portfolio, value $2,642,168.

    13F-HR 0001960657-25-000007 filed by Waterford 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 762 shares
    Change vs previous 13F -14,747 shares

    1.02% of the 13F portfolio, value $2,547,645.

    13F-HR 0001960657-25-000005 filed by Waterford 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 15,509 shares
    Change vs previous 13F -723 shares

    1.11% of the 13F portfolio, value $2,686,620.

    13F-HR 0001960657-25-000002 filed by Waterford 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 16,232 shares
    Change vs previous 13F -80 shares

    1.45% of the 13F portfolio, value $2,844,298.

    13F-HR 0001960657-25-000001 filed by Waterford 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 16,312 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,922,399.

    13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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