Skip to content
Disclosery

Waldron Private Wealth LLC: LOW position timeline

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

Waldron Private Wealth LLC held 3,669 LOW 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 3,669 shares
    Change vs previous 13F +88 shares

    0.03% of the 13F portfolio, value $808,978.

    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 3,581 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $846,119.

    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 3,590 shares
    Change vs previous 13F -1,875 shares

    0.03% of the 13F portfolio, value $865,766.

    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 5,465 shares
    Change vs previous 13F +268 shares

    0.06% of the 13F portfolio, value $1,373,409.

    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 5,197 shares
    Change vs previous 13F -71 shares

    0.05% of the 13F portfolio, value $1,153,057.

    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 5,268 shares
    Change vs previous 13F -3,206 shares

    0.06% of the 13F portfolio, value $1,228,656.

    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 8,474 shares
    Change vs previous 13F +291 shares

    0.08% of the 13F portfolio, value $2,091,382.

    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 8,183 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,216,373.

    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).