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Waldron Private Wealth LLC: VTV position timeline

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

Waldron Private Wealth LLC held 1,839,020 VTV 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 1,839,020 shares
    Change vs previous 13F +47,967 shares

    13.88% of the 13F portfolio, value $400,776,695.

    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 1,791,053 shares
    Change vs previous 13F +209,795 shares

    13.7% of the 13F portfolio, value $351,404,568.

    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 1,581,258 shares
    Change vs previous 13F +66,794 shares

    11.94% of the 13F portfolio, value $302,004,228.

    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 1,514,464 shares
    Change vs previous 13F +65,048 shares

    11.5% of the 13F portfolio, value $283,855,858.

    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 1,449,416 shares
    Change vs previous 13F +5,535 shares

    11.23% of the 13F portfolio, value $257,565,077.

    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 1,443,881 shares
    Change vs previous 13F +128,185 shares

    11.78% of the 13F portfolio, value $249,415,527.

    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 1,315,696 shares
    Change vs previous 13F +92,918 shares

    8.97% of the 13F portfolio, value $222,747,204.

    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 1,222,778 shares
    Change vs previous 13F not available

    8.87% of the 13F portfolio, value $213,462,900.

    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).