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Disclosery

Waldron Private Wealth LLC: BX position timeline

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

Waldron Private Wealth LLC held 45,431 BX 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 45,431 shares
    Change vs previous 13F +14 shares

    0.19% of the 13F portfolio, value $5,345,866.

    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 45,417 shares
    Change vs previous 13F -3,761 shares

    0.2% of the 13F portfolio, value $5,222,501.

    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 49,178 shares
    Change vs previous 13F -4,880 shares

    0.3% of the 13F portfolio, value $7,580,296.

    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 54,058 shares
    Change vs previous 13F +104 shares

    0.37% of the 13F portfolio, value $9,235,808.

    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 53,954 shares
    Change vs previous 13F +4,988 shares

    0.35% of the 13F portfolio, value $8,070,440.

    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 48,966 shares
    Change vs previous 13F -52,572 shares

    0.32% of the 13F portfolio, value $6,844,466.

    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 101,538 shares
    Change vs previous 13F +50,512 shares

    0.7% of the 13F portfolio, value $17,507,183.

    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 51,026 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $7,813,613.

    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).