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Disclosery

Waldron Private Wealth LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on ACWI, newest first. How the timeline and the estimate are built.

Waldron Private Wealth LLC held 199,242 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,242 shares
    Change vs previous 13F -200 shares

    1.08% of the 13F portfolio, value $31,275,021.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 199,442 shares
    Change vs previous 13F +353 shares

    1.08% of the 13F portfolio, value $27,596,790.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 199,089 shares
    Change vs previous 13F +11 shares

    1.11% of the 13F portfolio, value $28,169,103.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 199,078 shares
    Change vs previous 13F -1,117 shares

    1.12% of the 13F portfolio, value $27,520,542.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 200,195 shares
    Change vs previous 13F -89 shares

    1.12% of the 13F portfolio, value $25,745,076.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 200,284 shares
    Change vs previous 13F +1,014 shares

    1.1% of the 13F portfolio, value $23,311,052.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 199,270 shares
    Change vs previous 13F -27 shares

    0.94% of the 13F portfolio, value $23,414,230.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 199,297 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $23,825,958.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).