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Disclosery

Waldron Private Wealth LLC: IWN position timeline

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

Waldron Private Wealth LLC held 162,783 IWN 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 162,783 shares
    Change vs previous 13F -3,903 shares

    1.25% of the 13F portfolio, value $36,007,404.

    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 166,686 shares
    Change vs previous 13F -40,228 shares

    1.23% of the 13F portfolio, value $31,601,832.

    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 206,914 shares
    Change vs previous 13F -11,471 shares

    1.48% of the 13F portfolio, value $37,494,551.

    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 218,385 shares
    Change vs previous 13F -970 shares

    1.56% of the 13F portfolio, value $38,612,315.

    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 219,355 shares
    Change vs previous 13F -2,573 shares

    1.51% of the 13F portfolio, value $34,605,145.

    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 221,928 shares
    Change vs previous 13F -10,989 shares

    1.58% of the 13F portfolio, value $33,506,405.

    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 232,917 shares
    Change vs previous 13F -3,485 shares

    1.54% of the 13F portfolio, value $38,237,658.

    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 236,402 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $39,437,819.

    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).