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Disclosery

Waldron Private Wealth LLC: MSA position timeline

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

Waldron Private Wealth LLC held 28,407 MSA 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 28,407 shares
    Change vs previous 13F -2,269 shares

    0.17% of the 13F portfolio, value $4,959,294.

    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 30,676 shares
    Change vs previous 13F -855 shares

    0.2% of the 13F portfolio, value $5,029,330.

    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 31,531 shares
    Change vs previous 13F -974 shares

    0.2% of the 13F portfolio, value $5,049,374.

    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 32,505 shares
    Change vs previous 13F -2,105 shares

    0.23% of the 13F portfolio, value $5,593,135.

    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 34,610 shares
    Change vs previous 13F -7,383 shares

    0.25% of the 13F portfolio, value $5,798,213.

    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 41,993 shares
    Change vs previous 13F -1,021 shares

    0.29% of the 13F portfolio, value $6,159,953.

    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 43,014 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $7,130,430.

    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 43,013 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $7,627,925.

    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).