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Disclosery

Waldron Private Wealth LLC: VOO position timeline

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

Waldron Private Wealth LLC held 48,571 VOO 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 48,571 shares
    Change vs previous 13F +9,657 shares

    1.16% of the 13F portfolio, value $33,358,567.

    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 38,914 shares
    Change vs previous 13F -1,523 shares

    0.91% of the 13F portfolio, value $23,252,599.

    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 40,437 shares
    Change vs previous 13F -1,350 shares

    1% of the 13F portfolio, value $25,358,721.

    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 41,787 shares
    Change vs previous 13F +4,453 shares

    1.04% of the 13F portfolio, value $25,661,664.

    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 37,334 shares
    Change vs previous 13F -3,937 shares

    0.93% of the 13F portfolio, value $21,271,581.

    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 41,271 shares
    Change vs previous 13F +5,196 shares

    1% of the 13F portfolio, value $21,209,554.

    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 36,075 shares
    Change vs previous 13F -995 shares

    0.78% of the 13F portfolio, value $19,437,728.

    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 37,070 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $19,621,626.

    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).