Waldron Private Wealth LLC: LIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on LIN, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 1,820 LIN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 1,820 sharesChange vs previous 13F +369 shares
0.03% of the 13F portfolio, value $944,472.
13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,451 sharesChange vs previous 13F +148 shares
0.03% of the 13F portfolio, value $719,348.
13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,303 sharesChange vs previous 13F -258 shares
0.02% of the 13F portfolio, value $555,587.
13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,561 sharesChange vs previous 13F +341 shares
0.03% of the 13F portfolio, value $741,475.
13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,220 sharesChange vs previous 13F -48 shares
0.02% of the 13F portfolio, value $572,399.
13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,268 sharesChange vs previous 13F -1,741 shares
0.03% of the 13F portfolio, value $590,431.
13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,009 sharesChange vs previous 13F +20 shares
0.05% of the 13F portfolio, value $1,259,775.
13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,989 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,425,336.
13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).