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Waverly Advisors, LLC: RIO position timeline

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

Waverly Advisors, LLC held 36,837 RIO 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 36,837 shares
    Change vs previous 13F +1,388 shares

    0.02% of the 13F portfolio, value $3,496,958.

    13F-HR 0001398344-26-014582 filed by Waverly 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 35,449 shares
    Change vs previous 13F +1,032 shares

    0.02% of the 13F portfolio, value $3,307,071.

    13F-HR 0001398344-26-009223 filed by Waverly 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 34,417 shares
    Change vs previous 13F +3,310 shares

    0.02% of the 13F portfolio, value $2,754,347.

    13F-HR 0001398344-26-003224 filed by Waverly 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 31,107 shares
    Change vs previous 13F +2,459 shares

    0.02% of the 13F portfolio, value $2,053,361.

    13F-HR 0001398344-25-020944 filed by Waverly 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 28,648 shares
    Change vs previous 13F -768 shares

    0.02% of the 13F portfolio, value $1,671,060.

    13F-HR 0001398344-25-015429 filed by Waverly 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 29,416 shares
    Change vs previous 13F +1,976 shares

    0.02% of the 13F portfolio, value $1,767,295.

    13F-HR 0001398344-25-009517 filed by Waverly 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 27,440 shares
    Change vs previous 13F +987 shares

    0.02% of the 13F portfolio, value $1,613,733.

    13F-HR 0001398344-25-002762 filed by Waverly 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 26,453 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,882,647.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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