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Disclosery

Waldron Private Wealth LLC: CWB position timeline

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

Waldron Private Wealth LLC held 167,023 CWB 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 167,023 shares
    Change vs previous 13F -13,534 shares

    0.62% of the 13F portfolio, value $18,008,422.

    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 180,557 shares
    Change vs previous 13F -6,257 shares

    0.64% of the 13F portfolio, value $16,524,577.

    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 186,814 shares
    Change vs previous 13F -4,008 shares

    0.66% of the 13F portfolio, value $16,663,809.

    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 190,822 shares
    Change vs previous 13F -9,452 shares

    0.7% of the 13F portfolio, value $17,269,429.

    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 200,274 shares
    Change vs previous 13F -1,146 shares

    0.72% of the 13F portfolio, value $16,554,671.

    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 201,420 shares
    Change vs previous 13F -3,896 shares

    0.73% of the 13F portfolio, value $15,432,825.

    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 205,316 shares
    Change vs previous 13F +1,822 shares

    0.64% of the 13F portfolio, value $15,992,086.

    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 203,494 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $15,585,618.

    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).