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Disclosery

Waldron Private Wealth LLC: VT position timeline

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

Waldron Private Wealth LLC held 61,780 VT 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 61,780 shares
    Change vs previous 13F +560 shares

    0.34% of the 13F portfolio, value $9,696,284.

    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 61,220 shares
    Change vs previous 13F +5,712 shares

    0.33% of the 13F portfolio, value $8,467,978.

    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 55,508 shares
    Change vs previous 13F +2,700 shares

    0.31% of the 13F portfolio, value $7,830,016.

    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 52,808 shares
    Change vs previous 13F +5,818 shares

    0.29% of the 13F portfolio, value $7,277,065.

    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 46,990 shares
    Change vs previous 13F +794 shares

    0.26% of the 13F portfolio, value $6,039,195.

    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 46,196 shares
    Change vs previous 13F +3,720 shares

    0.25% of the 13F portfolio, value $5,356,481.

    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 42,476 shares
    Change vs previous 13F +2,255 shares

    0.2% of the 13F portfolio, value $4,990,138.

    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 40,221 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,814,515.

    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).