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
- period ended2026-06-3013F 57,550 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 56,394 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 53,156 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 52,324 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,324 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 53,500 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 80,208 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 84,184 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).