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Disclosery

Waldron Private Wealth LLC: IWB position timeline

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

Waldron Private Wealth LLC held 13,466 IWB 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 13,466 shares
    Change vs previous 13F -373 shares

    0.19% of the 13F portfolio, value $5,514,333.

    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 13,839 shares
    Change vs previous 13F -355 shares

    0.19% of the 13F portfolio, value $4,934,434.

    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 14,194 shares
    Change vs previous 13F -1,943 shares

    0.21% of the 13F portfolio, value $5,300,608.

    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 16,137 shares
    Change vs previous 13F -170 shares

    0.24% of the 13F portfolio, value $5,897,751.

    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 16,307 shares
    Change vs previous 13F -74 shares

    0.24% of the 13F portfolio, value $5,537,369.

    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 16,381 shares
    Change vs previous 13F -471 shares

    0.24% of the 13F portfolio, value $5,024,708.

    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 16,852 shares
    Change vs previous 13F -165 shares

    0.22% of the 13F portfolio, value $5,429,039.

    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 17,017 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,349,974.

    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).