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Waldron Private Wealth LLC: VONV position timeline

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

Waldron Private Wealth LLC held 209,590 VONV 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 209,590 shares
    Change vs previous 13F -5,680 shares

    0.77% of the 13F portfolio, value $22,281,504.

    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 215,270 shares
    Change vs previous 13F +10,715 shares

    0.79% of the 13F portfolio, value $20,179,418.

    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 204,555 shares
    Change vs previous 13F -2,821 shares

    0.75% of the 13F portfolio, value $18,880,445.

    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 207,376 shares
    Change vs previous 13F -11,359 shares

    0.75% of the 13F portfolio, value $18,533,200.

    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 218,735 shares
    Change vs previous 13F +68,831 shares

    0.81% of the 13F portfolio, value $18,638,424.

    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 149,904 shares
    Change vs previous 13F -9,512 shares

    0.58% of the 13F portfolio, value $12,373,085.

    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 159,416 shares
    Change vs previous 13F -6,110 shares

    0.52% of the 13F portfolio, value $12,952,569.

    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 165,526 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $13,793,287.

    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).