Waverly Advisors, LLC

Position in VALE — Vale S.A.

CIK 1568787 BIRMINGHAM, AL

Position in VALE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,813,482

-$365,788 QoQ

Shares Held

253,556

-3.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#129

of 538 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Waverly Advisors, LLC holds $22,368,801 across 4 Other Industrial Metals & Mining names. VALE ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd	180,690	$15,053,283
2	VALE	Vale S.A. This page	253,556	$3,813,482
3	RIO	Rio Tinto PLC	36,837	$3,496,936
4	WWR	Westwater Resources, Inc.	10,000	$5,100

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,813,482	253,556	-3.5%	Shares	Sole	2026-08-14
2026-03-31	$4,179,270	262,682	+1714.5%	Shares	Sole	2026-05-15
2025-12-31	$188,635	14,477	+12.4%	Shares	Sole	2026-02-17
2025-09-30	$139,844	12,877	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$124,957	12,869	0.0%	Shares	Sole	2025-08-14
2025-03-31	$128,432	12,869	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.