Waldron Private Wealth LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on VO, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 15,481 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 15,481 sharesChange vs previous 13F +11,971 shares
0.04% of the 13F portfolio, value $1,247,328.
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 3,510 sharesChange vs previous 13F -87 shares
0.04% of the 13F portfolio, value $1,008,096.
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 3,597 sharesChange vs previous 13F +64 shares
0.04% of the 13F portfolio, value $1,044,016.
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 3,533 sharesChange vs previous 13F +1,420 shares
0.04% of the 13F portfolio, value $1,041,438.
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 2,113 sharesChange vs previous 13F -43 shares
0.03% of the 13F portfolio, value $593,544.
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 2,156 sharesChange vs previous 13F -995 shares
0.03% of the 13F portfolio, value $557,584.
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 3,151 sharesChange vs previous 13F +177 shares
0.03% of the 13F portfolio, value $832,271.
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 2,974 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $785,863.
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).