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Waldron Private Wealth LLC: VTEB position timeline

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

Waldron Private Wealth LLC held 697,759 VTEB 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 697,759 shares
    Change vs previous 13F -9,804 shares

    1.22% of the 13F portfolio, value $35,292,616.

    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 707,563 shares
    Change vs previous 13F -16,575 shares

    1.38% of the 13F portfolio, value $35,300,325.

    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 724,138 shares
    Change vs previous 13F -10,953 shares

    1.44% of the 13F portfolio, value $36,416,968.

    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 735,091 shares
    Change vs previous 13F -124,114 shares

    1.49% of the 13F portfolio, value $36,806,051.

    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 859,205 shares
    Change vs previous 13F -113,778 shares

    1.84% of the 13F portfolio, value $42,126,877.

    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 972,983 shares
    Change vs previous 13F -201,676 shares

    2.28% of the 13F portfolio, value $48,279,460.

    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 1,174,659 shares
    Change vs previous 13F +13,618 shares

    2.37% of the 13F portfolio, value $58,885,694.

    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 1,161,041 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $59,352,436.

    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).