World Investment Advisors: OTF position timeline

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

World Investment Advisors held 429,025 OTF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 429,025 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $5,315,620.
13F-HR 0001062993-26-004335 filed by World Investment Advisors
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 429,025 shares
Change vs previous 13F +291,682 shares
0.09% of the 13F portfolio, value $5,315,620.
13F-HR 0001062993-26-002164 filed by World Investment Advisors
Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F/A 137,343 shares
Change vs previous 13F +46,655 shares
0.03% of the 13F portfolio, value $1,996,968.
13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
Filed 2026-03-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 90,688 shares
Change vs previous 13F +59,830 shares
0.03% of the 13F portfolio, value $1,253,309.
13F-HR 0001062993-25-016083 filed by World Investment Advisors
Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 30,858 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $470,585.
13F-HR 0001062993-25-013474 filed by World Investment Advisors
Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).