Skip to content
Disclosery

Waldron Private Wealth LLC: FCF position timeline

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

Waldron Private Wealth LLC held 1,140,201 FCF 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 1,140,201 shares
    Change vs previous 13F -11,428 shares

    0.8% of the 13F portfolio, value $23,180,286.

    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 1,151,629 shares
    Change vs previous 13F +84 shares

    0.79% of the 13F portfolio, value $20,245,638.

    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 1,151,545 shares
    Change vs previous 13F -53,403 shares

    0.77% of the 13F portfolio, value $19,415,042.

    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 1,204,948 shares
    Change vs previous 13F +90 shares

    0.83% of the 13F portfolio, value $20,544,357.

    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 1,204,858 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $19,554,845.

    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 1,204,858 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $18,723,494.

    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 1,204,858 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $20,386,197.

    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 1,204,858 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $20,663,315.

    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).