Position in RTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$295,026
-$25,125 QoQ
Shares Held
10,312
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 284 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $9,133,983 across 5 Specialty Business Services names. RTO ranks #5 (3.2% of the industry book) .
All Filings in RTO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,026 | 10,312 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $320,151 | 10,170 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $340,115 | 11,545 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||