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Disclosery

Waldron Private Wealth LLC: STBA position timeline

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

Waldron Private Wealth LLC held 123,942 STBA 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 123,942 shares
    Change vs previous 13F -461 shares

    0.21% of the 13F portfolio, value $6,083,081.

    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 124,403 shares
    Change vs previous 13F -3,071 shares

    0.2% of the 13F portfolio, value $5,203,783.

    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 127,474 shares
    Change vs previous 13F -1,592 shares

    0.2% of the 13F portfolio, value $5,016,116.

    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 129,066 shares
    Change vs previous 13F +8 shares

    0.2% of the 13F portfolio, value $4,851,589.

    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 129,058 shares
    Change vs previous 13F -17,500 shares

    0.21% of the 13F portfolio, value $4,880,973.

    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 146,558 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $5,429,974.

    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 146,558 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $5,601,447.

    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 146,558 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,151,039.

    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).