Skip to content
Disclosery

Waldron Private Wealth LLC: WFC position timeline

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

Waldron Private Wealth LLC held 6,023 WFC 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 6,023 shares
    Change vs previous 13F +168 shares

    0.02% of the 13F portfolio, value $497,741.

    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 5,855 shares
    Change vs previous 13F +1,617 shares

    0.02% of the 13F portfolio, value $466,117.

    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 4,238 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $394,982.

    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 4,210 shares
    Change vs previous 13F -259 shares

    0.01% of the 13F portfolio, value $352,884.

    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 4,469 shares
    Change vs previous 13F -202 shares

    0.02% of the 13F portfolio, value $358,056.

    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 4,671 shares
    Change vs previous 13F -9,577 shares

    0.02% of the 13F portfolio, value $335,333.

    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 14,248 shares
    Change vs previous 13F +254 shares

    0.04% of the 13F portfolio, value $1,000,780.

    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 13,994 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $790,521.

    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).