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Disclosery

Waldron Private Wealth LLC: IWF position timeline

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

Waldron Private Wealth LLC held 2,195,611 IWF 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 2,195,611 shares
    Change vs previous 13F +1,633,652 shares

    9.44% of the 13F portfolio, value $272,629,011.

    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 561,959 shares
    Change vs previous 13F -8,877 shares

    9.34% of the 13F portfolio, value $239,617,926.

    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 570,836 shares
    Change vs previous 13F -11,912 shares

    10.68% of the 13F portfolio, value $270,175,314.

    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 582,748 shares
    Change vs previous 13F -10,323 shares

    11.06% of the 13F portfolio, value $272,963,702.

    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 593,071 shares
    Change vs previous 13F +2,413 shares

    10.98% of the 13F portfolio, value $251,805,292.

    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 590,658 shares
    Change vs previous 13F -711 shares

    10.07% of the 13F portfolio, value $213,279,776.

    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 591,369 shares
    Change vs previous 13F -5,525 shares

    9.56% of the 13F portfolio, value $237,479,833.

    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 596,894 shares
    Change vs previous 13F not available

    9.31% of the 13F portfolio, value $224,063,426.

    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).