Position in RIO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,496,936
+$189,899 QoQ
Shares Held
36,837
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#218
of 966 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Waverly Advisors, LLC holds $22,368,801 across 4 Other Industrial Metals & Mining names. RIO ranks #3 (15.6% of the industry book) .
All Filings in RIO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,496,936 | 36,837 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,307,037 | 35,449 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,754,392 | 34,417 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,053,373 | 31,107 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,671,037 | 28,648 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,767,313 | 29,416 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,613,746 | 27,440 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,882,660 | 26,453 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,764,022 | 26,756 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,646,148 | 25,826 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||