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Disclosery

Waldron Private Wealth LLC: VBR position timeline

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

Waldron Private Wealth LLC held 144,689 VBR 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 144,689 shares
    Change vs previous 13F -12,563 shares

    1.22% of the 13F portfolio, value $35,176,237.

    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 157,252 shares
    Change vs previous 13F -5,122 shares

    1.33% of the 13F portfolio, value $34,163,017.

    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 162,374 shares
    Change vs previous 13F -3,784 shares

    1.36% of the 13F portfolio, value $34,389,287.

    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 166,158 shares
    Change vs previous 13F -1,646 shares

    1.41% of the 13F portfolio, value $34,832,848.

    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 167,804 shares
    Change vs previous 13F -409 shares

    1.43% of the 13F portfolio, value $32,876,553.

    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 168,213 shares
    Change vs previous 13F -4,761 shares

    1.48% of the 13F portfolio, value $31,336,625.

    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 172,974 shares
    Change vs previous 13F +631 shares

    1.38% of the 13F portfolio, value $34,280,102.

    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 172,343 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $34,603,139.

    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).