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Disclosery

Waldron Private Wealth LLC: GIS position timeline

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

Waldron Private Wealth LLC held 7,125 GIS 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 7,125 shares
    Change vs previous 13F -243 shares

    0.01% of the 13F portfolio, value $247,951.

    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 7,368 shares
    Change vs previous 13F +522 shares

    0.01% of the 13F portfolio, value $274,237.

    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 6,846 shares
    Change vs previous 13F -6,060 shares

    0.01% of the 13F portfolio, value $318,339.

    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 12,906 shares
    Change vs previous 13F -14 shares

    0.03% of the 13F portfolio, value $650,721.

    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 12,920 shares
    Change vs previous 13F -18 shares

    0.03% of the 13F portfolio, value $669,386.

    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 12,938 shares
    Change vs previous 13F +3,228 shares

    0.04% of the 13F portfolio, value $773,563.

    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 9,710 shares
    Change vs previous 13F -389 shares

    0.02% of the 13F portfolio, value $619,207.

    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 10,099 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $745,814.

    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).