Waverly Advisors, LLC

Position in RIO — Rio Tinto PLC

CIK 1568787 BIRMINGHAM, AL

Position in RIO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,307,037

+$552,645 QoQ

Shares Held

35,449

+3.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 71.35119887165021.ToString("F0")% Shared 0.ToString("F0")% None 28.64880112834979.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Waverly Advisors, LLC holds $21,179,911 across 5 Other Industrial Metals & Mining names. RIO ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd	185,288	$13,477,849
2	VALE	Vale S.A.	262,682	$4,179,270
3	RIO	Rio Tinto PLC This page	35,449	$3,307,037
4	MP	MP Materials Corp. / DE	4,336	$209,255
5	WWR	Westwater Resources, Inc.	10,000	$6,500

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,307,037	35,449	+3.0%	Shares	Sole	2026-05-15
2025-12-31	$2,754,392	34,417	+10.6%	Shares	Sole	2026-02-17
2025-09-30	$2,053,373	31,107	+8.6%	Shares	Sole	2025-11-14
2025-06-30	$1,671,037	28,648	-2.6%	Shares	Sole	2025-08-14
2025-03-31	$1,767,313	29,416	+7.2%	Shares	Sole	2025-05-15
2024-12-31	$1,613,746	27,440	+3.7%	Shares	Sole	2025-02-14
2024-09-30	$1,882,660	26,453	-1.1%	Shares	Sole	2024-11-14
2024-06-30	$1,764,022	26,756	+3.6%	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.