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Disclosery

Waterford Advisors, LLC: VOT position timeline

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

Waterford Advisors, LLC held 20,897 VOT 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 20,897 shares
    Change vs previous 13F -1,965 shares

    1.56% of the 13F portfolio, value $5,718,161.

    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 22,862 shares
    Change vs previous 13F -124 shares

    1.66% of the 13F portfolio, value $5,242,570.

    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 22,986 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $5,773,486.

    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).