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Disclosery

Waldron Private Wealth LLC: IWO position timeline

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

Waldron Private Wealth LLC held 59,303 IWO 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 59,303 shares
    Change vs previous 13F -1,557 shares

    0.81% of the 13F portfolio, value $23,363,271.

    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 60,860 shares
    Change vs previous 13F -4,737 shares

    0.74% of the 13F portfolio, value $19,098,650.

    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 65,597 shares
    Change vs previous 13F -2,333 shares

    0.84% of the 13F portfolio, value $21,188,651.

    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 67,930 shares
    Change vs previous 13F -421 shares

    0.88% of the 13F portfolio, value $21,740,411.

    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 68,351 shares
    Change vs previous 13F -2,032 shares

    0.85% of the 13F portfolio, value $19,538,869.

    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 70,383 shares
    Change vs previous 13F -8,092 shares

    0.85% of the 13F portfolio, value $17,984,977.

    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 78,475 shares
    Change vs previous 13F -1,639 shares

    0.91% of the 13F portfolio, value $22,587,000.

    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 80,114 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $22,753,156.

    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).