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Disclosery

Waldron Private Wealth LLC: RWO position timeline

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

Waldron Private Wealth LLC held 103,511 RWO 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 103,511 shares
    Change vs previous 13F -2,208 shares

    0.18% of the 13F portfolio, value $5,145,536.

    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 105,719 shares
    Change vs previous 13F -9,344 shares

    0.19% of the 13F portfolio, value $4,838,761.

    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 115,063 shares
    Change vs previous 13F -1,656 shares

    0.2% of the 13F portfolio, value $5,180,140.

    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 116,719 shares
    Change vs previous 13F -6,380 shares

    0.22% of the 13F portfolio, value $5,342,232.

    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 123,099 shares
    Change vs previous 13F -4,260 shares

    0.24% of the 13F portfolio, value $5,433,600.

    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 127,359 shares
    Change vs previous 13F -63,888 shares

    0.26% of the 13F portfolio, value $5,557,952.

    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 191,247 shares
    Change vs previous 13F -3,494 shares

    0.33% of the 13F portfolio, value $8,202,589.

    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 194,741 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $9,256,042.

    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).