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Waldron Private Wealth LLC: RBRK position timeline

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

Waldron Private Wealth LLC held 14,041 RBRK 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 14,041 shares
    Change vs previous 13F -1,594 shares

    0.04% of the 13F portfolio, value $1,127,211.

    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 15,635 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $765,646.

    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 15,635 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,195,765.

    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 15,635 shares
    Change vs previous 13F +7,928 shares

    0.05% of the 13F portfolio, value $1,285,979.

    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 7,707 shares
    Change vs previous 13F +3,854 shares

    0.03% of the 13F portfolio, value $690,470.

    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 3,853 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $234,956.

    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).