Waldron Private Wealth LLC: ITW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on ITW, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 4,074 ITW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 4,074 sharesChange vs previous 13F -430 shares
0.04% of the 13F portfolio, value $1,101,895.
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 4,504 sharesChange vs previous 13F +54 shares
0.05% of the 13F portfolio, value $1,172,345.
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 4,450 sharesChange vs previous 13F -78 shares
0.04% of the 13F portfolio, value $1,096,036.
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 4,528 sharesChange vs previous 13F +8 shares
0.05% of the 13F portfolio, value $1,188,011.
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 4,520 sharesChange vs previous 13F -22 shares
0.05% of the 13F portfolio, value $1,124,352.
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 4,542 sharesChange vs previous 13F -4,010 shares
0.05% of the 13F portfolio, value $1,133,275.
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 8,552 sharesChange vs previous 13F +149 shares
0.09% of the 13F portfolio, value $2,168,446.
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 8,403 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $2,202,175.
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).