Waldron Private Wealth LLC: IGF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on IGF, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 688,085 IGF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 688,085 sharesChange vs previous 13F -21,821 shares
1.59% of the 13F portfolio, value $45,826,349.
13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 709,906 sharesChange vs previous 13F +32,685 shares
1.85% of the 13F portfolio, value $47,563,608.
13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 677,221 sharesChange vs previous 13F +44,068 shares
1.64% of the 13F portfolio, value $41,554,192.
13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 633,153 sharesChange vs previous 13F -15,627 shares
1.57% of the 13F portfolio, value $38,698,199.
13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 648,780 sharesChange vs previous 13F -10,275 shares
1.68% of the 13F portfolio, value $38,407,666.
13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 659,055 sharesChange vs previous 13F -266,842 shares
1.7% of the 13F portfolio, value $36,030,458.
13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 925,897 sharesChange vs previous 13F +375,573 shares
1.95% of the 13F portfolio, value $48,396,567.
13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 550,324 sharesChange vs previous 13F not available
1.24% of the 13F portfolio, value $29,954,080.
13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).