Skip to content
Disclosery

Waldron Private Wealth LLC: WM position timeline

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

Waldron Private Wealth LLC held 8,317 WM 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 8,317 shares
    Change vs previous 13F -9 shares

    0.06% of the 13F portfolio, value $1,853,695.

    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 8,326 shares
    Change vs previous 13F +194 shares

    0.07% of the 13F portfolio, value $1,913,237.

    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 8,132 shares
    Change vs previous 13F -134 shares

    0.07% of the 13F portfolio, value $1,786,684.

    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 8,266 shares
    Change vs previous 13F -125 shares

    0.07% of the 13F portfolio, value $1,825,383.

    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 8,391 shares
    Change vs previous 13F -79 shares

    0.08% of the 13F portfolio, value $1,920,030.

    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 8,470 shares
    Change vs previous 13F -4,351 shares

    0.09% of the 13F portfolio, value $1,960,894.

    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 12,821 shares
    Change vs previous 13F +94 shares

    0.1% of the 13F portfolio, value $2,587,152.

    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 12,727 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,642,125.

    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).