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Disclosery

Waldron Private Wealth LLC: BILS position timeline

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

Waldron Private Wealth LLC held 46,581 BILS 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 46,581 shares
    Change vs previous 13F -677 shares

    0.16% of the 13F portfolio, value $4,629,225.

    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 47,258 shares
    Change vs previous 13F +1,539 shares

    0.18% of the 13F portfolio, value $4,699,240.

    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 45,719 shares
    Change vs previous 13F -4,111 shares

    0.18% of the 13F portfolio, value $4,536,184.

    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 49,830 shares
    Change vs previous 13F -13,180 shares

    0.2% of the 13F portfolio, value $4,959,051.

    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 63,010 shares
    Change vs previous 13F -9,688 shares

    0.27% of the 13F portfolio, value $6,265,007.

    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 72,698 shares
    Change vs previous 13F -12,085 shares

    0.34% of the 13F portfolio, value $7,232,802.

    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 84,783 shares
    Change vs previous 13F -71,876 shares

    0.34% of the 13F portfolio, value $8,406,221.

    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 156,659 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $15,599,928.

    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).