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Waldron Private Wealth LLC: T position timeline

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

Waldron Private Wealth LLC held 57,550 T 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 57,550 shares
    Change vs previous 13F +1,156 shares

    0.04% of the 13F portfolio, value $1,191,287.

    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 56,394 shares
    Change vs previous 13F +3,238 shares

    0.06% of the 13F portfolio, value $1,634,861.

    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 53,156 shares
    Change vs previous 13F +832 shares

    0.05% of the 13F portfolio, value $1,320,396.

    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 52,324 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,477,630.

    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 52,324 shares
    Change vs previous 13F -1,176 shares

    0.07% of the 13F portfolio, value $1,514,258.

    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 53,500 shares
    Change vs previous 13F -26,708 shares

    0.07% of the 13F portfolio, value $1,512,979.

    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 80,208 shares
    Change vs previous 13F -3,976 shares

    0.07% of the 13F portfolio, value $1,826,337.

    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 84,184 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,852,048.

    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).