Waldron Private Wealth LLC: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on VEA, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 144,084 VEA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 144,084 sharesChange vs previous 13F +1,254 shares
0.36% of the 13F portfolio, value $10,265,991.
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 142,830 sharesChange vs previous 13F +349 shares
0.36% of the 13F portfolio, value $9,152,547.
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 142,481 sharesChange vs previous 13F +524 shares
0.35% of the 13F portfolio, value $8,900,789.
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 141,957 sharesChange vs previous 13F +3,506 shares
0.34% of the 13F portfolio, value $8,506,064.
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 138,451 sharesChange vs previous 13F -2,681 shares
0.34% of the 13F portfolio, value $7,893,089.
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 141,132 sharesChange vs previous 13F -2,614 shares
0.34% of the 13F portfolio, value $7,173,754.
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 143,746 sharesChange vs previous 13F +3,531 shares
0.28% of the 13F portfolio, value $6,873,948.
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 140,215 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $7,404,768.
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).