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Disclosery

Waldron Private Wealth LLC: SPY position timeline

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

Waldron Private Wealth LLC held 82,041 SPY 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 82,041 shares
    Change vs previous 13F -1,643 shares

    2.12% of the 13F portfolio, value $61,264,478.

    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 83,684 shares
    Change vs previous 13F -1,302 shares

    2.12% of the 13F portfolio, value $54,421,907.

    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 84,986 shares
    Change vs previous 13F -982 shares

    2.29% of the 13F portfolio, value $57,953,417.

    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 85,968 shares
    Change vs previous 13F -437 shares

    2.32% of the 13F portfolio, value $57,269,829.

    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 86,405 shares
    Change vs previous 13F -1,698 shares

    2.33% of the 13F portfolio, value $53,384,921.

    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 88,103 shares
    Change vs previous 13F -729 shares

    2.33% of the 13F portfolio, value $49,284,211.

    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 88,832 shares
    Change vs previous 13F -505 shares

    2.1% of the 13F portfolio, value $52,062,879.

    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 89,337 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $51,257,990.

    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).