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Disclosery

Waldron Private Wealth LLC: IWV position timeline

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

Waldron Private Wealth LLC held 78,861 IWV 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 78,861 shares
    Change vs previous 13F -1,232 shares

    1.16% of the 13F portfolio, value $33,626,742.

    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 80,093 shares
    Change vs previous 13F -2,309 shares

    1.16% of the 13F portfolio, value $29,689,229.

    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 82,402 shares
    Change vs previous 13F -5,523 shares

    1.26% of the 13F portfolio, value $31,877,591.

    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 87,925 shares
    Change vs previous 13F -4,652 shares

    1.35% of the 13F portfolio, value $33,318,668.

    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 92,577 shares
    Change vs previous 13F +493 shares

    1.42% of the 13F portfolio, value $32,494,866.

    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 92,084 shares
    Change vs previous 13F +548 shares

    1.38% of the 13F portfolio, value $29,249,869.

    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 91,536 shares
    Change vs previous 13F -144 shares

    1.23% of the 13F portfolio, value $30,596,242.

    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 91,680 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $29,954,926.

    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).