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Disclosery

Waterford Advisors, LLC: VWO position timeline

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

Waterford Advisors, LLC held 211,867 VWO 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 211,867 shares
    Change vs previous 13F +4,903 shares

    3.45% of the 13F portfolio, value $12,646,350.

    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 206,964 shares
    Change vs previous 13F +3,824 shares

    3.44% of the 13F portfolio, value $10,849,065.

    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 203,140 shares
    Change vs previous 13F -1,380 shares

    4.27% of the 13F portfolio, value $10,920,819.

    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 204,520 shares
    Change vs previous 13F +203,163 shares

    3.83% of the 13F portfolio, value $11,080,885.

    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 1,357 shares
    Change vs previous 13F -189,693 shares

    3.95% of the 13F portfolio, value $9,847,006.

    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 191,050 shares
    Change vs previous 13F +5,777 shares

    3.59% of the 13F portfolio, value $8,646,941.

    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 185,273 shares
    Change vs previous 13F +5,397 shares

    4.15% of the 13F portfolio, value $8,159,420.

    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 179,876 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $8,607,085.

    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).