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Disclosery

Waldron Private Wealth LLC: VONG position timeline

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

Waldron Private Wealth LLC held 534,614 VONG 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 534,614 shares
    Change vs previous 13F -11,753 shares

    2.37% of the 13F portfolio, value $68,328,981.

    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 546,367 shares
    Change vs previous 13F +7,881 shares

    2.34% of the 13F portfolio, value $59,931,020.

    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 538,486 shares
    Change vs previous 13F -3,596 shares

    2.59% of the 13F portfolio, value $65,560,638.

    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 542,082 shares
    Change vs previous 13F -6,046 shares

    2.65% of the 13F portfolio, value $65,320,854.

    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 548,128 shares
    Change vs previous 13F +58,316 shares

    2.61% of the 13F portfolio, value $59,855,623.

    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 489,812 shares
    Change vs previous 13F -19,323 shares

    2.15% of the 13F portfolio, value $45,449,640.

    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 509,135 shares
    Change vs previous 13F -1,348 shares

    2.12% of the 13F portfolio, value $52,593,650.

    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 510,483 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $49,271,820.

    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).