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Disclosery

Waldron Private Wealth LLC: VWO position timeline

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

Waldron Private Wealth LLC held 95,385 VWO 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 95,385 shares
    Change vs previous 13F +2,953 shares

    0.2% of the 13F portfolio, value $5,693,556.

    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 92,432 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $4,995,968.

    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 92,432 shares
    Change vs previous 13F -2,739 shares

    0.2% of the 13F portfolio, value $4,969,163.

    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 95,171 shares
    Change vs previous 13F +3,102 shares

    0.21% of the 13F portfolio, value $5,156,386.

    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 92,069 shares
    Change vs previous 13F -133 shares

    0.2% of the 13F portfolio, value $4,553,753.

    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 92,202 shares
    Change vs previous 13F +7,130 shares

    0.2% of the 13F portfolio, value $4,173,081.

    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 85,072 shares
    Change vs previous 13F +1,240 shares

    0.15% of the 13F portfolio, value $3,746,570.

    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 83,832 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,011,361.

    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).