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Disclosery

Waldron Private Wealth LLC: IEFA position timeline

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

Waldron Private Wealth LLC held 102,206 IEFA 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 102,206 shares
    Change vs previous 13F -396 shares

    0.34% of the 13F portfolio, value $9,871,056.

    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 102,602 shares
    Change vs previous 13F -290 shares

    0.36% of the 13F portfolio, value $9,288,561.

    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 102,892 shares
    Change vs previous 13F -29 shares

    0.36% of the 13F portfolio, value $9,204,716.

    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 102,921 shares
    Change vs previous 13F +687 shares

    0.36% of the 13F portfolio, value $8,986,033.

    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 102,234 shares
    Change vs previous 13F +840 shares

    0.37% of the 13F portfolio, value $8,534,494.

    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 101,394 shares
    Change vs previous 13F -5,825 shares

    0.36% of the 13F portfolio, value $7,670,460.

    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 107,219 shares
    Change vs previous 13F +363 shares

    0.3% of the 13F portfolio, value $7,535,351.

    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 106,856 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $8,340,113.

    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).