Waldron Private Wealth LLC: ATI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on ATI, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 9,903 ATI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 9,903 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $1,951,881.
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 9,903 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $1,440,490.
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 9,903 sharesChange vs previous 13F +400 shares
0.04% of the 13F portfolio, value $1,136,468.
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 9,503 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $772,974.
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 9,503 sharesChange vs previous 13F -2,950 shares
0.04% of the 13F portfolio, value $820,489.
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 12,453 sharesChange vs previous 13F -141 shares
0.03% of the 13F portfolio, value $647,930.
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 12,594 sharesChange vs previous 13F -17,323 shares
0.03% of the 13F portfolio, value $693,174.
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 29,917 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $2,001,745.
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).