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Disclosery

Waldron Private Wealth LLC: VBK position timeline

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

Waldron Private Wealth LLC held 102,047 VBK 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 102,047 shares
    Change vs previous 13F -1,135 shares

    1.29% of the 13F portfolio, value $37,323,243.

    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 103,182 shares
    Change vs previous 13F -13,375 shares

    1.22% of the 13F portfolio, value $31,187,138.

    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 116,557 shares
    Change vs previous 13F +24,589 shares

    1.39% of the 13F portfolio, value $35,213,130.

    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 91,968 shares
    Change vs previous 13F -1,230 shares

    1.11% of the 13F portfolio, value $27,411,432.

    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 93,198 shares
    Change vs previous 13F -426 shares

    1.13% of the 13F portfolio, value $25,849,517.

    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 93,624 shares
    Change vs previous 13F -2,852 shares

    1.11% of the 13F portfolio, value $23,571,654.

    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 96,476 shares
    Change vs previous 13F +849 shares

    1.09% of the 13F portfolio, value $27,018,986.

    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 95,627 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $25,567,662.

    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).