Waldron Private Wealth LLC: ACN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on ACN, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 3,327 ACN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 3,327 sharesChange vs previous 13F -477 shares
0.01% of the 13F portfolio, value $414,012.
13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,804 sharesChange vs previous 13F -258 shares
0.03% of the 13F portfolio, value $754,296.
13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,062 sharesChange vs previous 13F -833 shares
0.04% of the 13F portfolio, value $1,089,834.
13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,895 sharesChange vs previous 13F -88 shares
0.05% of the 13F portfolio, value $1,207,108.
13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,983 sharesChange vs previous 13F -40 shares
0.06% of the 13F portfolio, value $1,489,368.
13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,023 sharesChange vs previous 13F -3,390 shares
0.07% of the 13F portfolio, value $1,567,375.
13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,413 sharesChange vs previous 13F +1,378 shares
0.12% of the 13F portfolio, value $2,959,609.
13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,035 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $2,486,729.
13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).