WAYSTONE ADVISORS LLC: VOE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WAYSTONE ADVISORS LLC on VOE, newest first. How the timeline and the estimate are built.
WAYSTONE ADVISORS LLC held 12,186 VOE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 12,186 sharesChange vs previous 13F +797 shares
1.8% of the 13F portfolio, value $2,407,969.
13F-HR 0002085853-26-000758 filed by WAYSTONE ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,389 sharesChange vs previous 13F -638 shares
1.88% of the 13F portfolio, value $2,098,781.
13F-HR 0002085853-26-000399 filed by WAYSTONE ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,027 sharesChange vs previous 13F not available
1.83% of the 13F portfolio, value $2,133,216.
13F-HR 0002085853-26-000222 filed by WAYSTONE ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).