Skip to content
Disclosery

Waldron Private Wealth LLC: MA position timeline

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

Waldron Private Wealth LLC held 3,685 MA 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 3,685 shares
    Change vs previous 13F +381 shares

    0.07% of the 13F portfolio, value $1,892,615.

    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 3,304 shares
    Change vs previous 13F +126 shares

    0.06% of the 13F portfolio, value $1,650,879.

    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 3,178 shares
    Change vs previous 13F -251 shares

    0.07% of the 13F portfolio, value $1,814,257.

    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 3,429 shares
    Change vs previous 13F +299 shares

    0.08% of the 13F portfolio, value $1,950,451.

    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 3,130 shares
    Change vs previous 13F -48 shares

    0.08% of the 13F portfolio, value $1,758,873.

    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 3,178 shares
    Change vs previous 13F -4,595 shares

    0.08% of the 13F portfolio, value $1,741,926.

    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 7,773 shares
    Change vs previous 13F +262 shares

    0.16% of the 13F portfolio, value $4,092,769.

    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 7,511 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,708,687.

    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).