Skip to content
Disclosery

Waldron Private Wealth LLC: V position timeline

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

Waldron Private Wealth LLC held 9,396 V 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 9,396 shares
    Change vs previous 13F -16 shares

    0.11% of the 13F portfolio, value $3,223,672.

    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 9,412 shares
    Change vs previous 13F +156 shares

    0.11% of the 13F portfolio, value $2,844,683.

    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 9,256 shares
    Change vs previous 13F -69 shares

    0.13% of the 13F portfolio, value $3,246,172.

    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 9,325 shares
    Change vs previous 13F +258 shares

    0.13% of the 13F portfolio, value $3,183,371.

    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 9,067 shares
    Change vs previous 13F -149 shares

    0.14% of the 13F portfolio, value $3,219,240.

    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 9,216 shares
    Change vs previous 13F -10,136 shares

    0.15% of the 13F portfolio, value $3,229,842.

    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 19,352 shares
    Change vs previous 13F +186 shares

    0.25% of the 13F portfolio, value $6,116,005.

    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 19,166 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,269,698.

    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).