Skip to content
Disclosery

Waldron Private Wealth LLC: VB position timeline

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

Waldron Private Wealth LLC held 17,844 VB 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 17,844 shares
    Change vs previous 13F +1,110 shares

    0.19% of the 13F portfolio, value $5,408,480.

    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 16,734 shares
    Change vs previous 13F -3,453 shares

    0.17% of the 13F portfolio, value $4,382,627.

    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 20,187 shares
    Change vs previous 13F +18 shares

    0.21% of the 13F portfolio, value $5,206,905.

    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 20,169 shares
    Change vs previous 13F +2,200 shares

    0.21% of the 13F portfolio, value $5,144,556.

    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 17,969 shares
    Change vs previous 13F -2,055 shares

    0.19% of the 13F portfolio, value $4,272,300.

    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 20,024 shares
    Change vs previous 13F -948 shares

    0.21% of the 13F portfolio, value $4,440,326.

    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 20,972 shares
    Change vs previous 13F +224 shares

    0.2% of the 13F portfolio, value $5,039,068.

    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 20,748 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,935,625.

    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).