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Disclosery

Waldron Private Wealth LLC: IWD position timeline

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

Waldron Private Wealth LLC held 853,400 IWD 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 853,400 shares
    Change vs previous 13F -16,215 shares

    7.16% of the 13F portfolio, value $206,889,589.

    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 869,615 shares
    Change vs previous 13F -11,330 shares

    7.25% of the 13F portfolio, value $185,809,778.

    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 880,945 shares
    Change vs previous 13F -10,120 shares

    7.32% of the 13F portfolio, value $185,297,458.

    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 891,065 shares
    Change vs previous 13F -1,353 shares

    7.35% of the 13F portfolio, value $181,411,690.

    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 892,418 shares
    Change vs previous 13F +22,885 shares

    7.56% of the 13F portfolio, value $173,334,048.

    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 869,533 shares
    Change vs previous 13F +18,689 shares

    7.72% of the 13F portfolio, value $163,610,963.

    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 850,844 shares
    Change vs previous 13F -5,704 shares

    6.34% of the 13F portfolio, value $157,515,905.

    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 856,548 shares
    Change vs previous 13F not available

    6.75% of the 13F portfolio, value $162,576,975.

    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).