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Disclosery

Waldron Private Wealth LLC: VYM position timeline

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

Waldron Private Wealth LLC held 375,558 VYM 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 375,558 shares
    Change vs previous 13F -1,348 shares

    2.05% of the 13F portfolio, value $59,348,740.

    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 376,906 shares
    Change vs previous 13F +39,628 shares

    2.18% of the 13F portfolio, value $55,819,619.

    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 337,278 shares
    Change vs previous 13F -7,670 shares

    1.91% of the 13F portfolio, value $48,405,762.

    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 344,948 shares
    Change vs previous 13F -5,672 shares

    1.97% of the 13F portfolio, value $48,620,091.

    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 350,620 shares
    Change vs previous 13F -2,620 shares

    2.04% of the 13F portfolio, value $46,740,549.

    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 353,240 shares
    Change vs previous 13F -12,823 shares

    2.15% of the 13F portfolio, value $45,553,564.

    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 366,063 shares
    Change vs previous 13F -9,259 shares

    1.88% of the 13F portfolio, value $46,705,259.

    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 375,322 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $48,115,586.

    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).