Waldron Private Wealth LLC
Holdings in CBU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,076,300 | 210,242 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $12,328,590 | 210,242 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $12,290,801 | 216,121 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $12,100,945 | 212,820 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $14,067,357 | 228,070 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $13,244,024 | 228,070 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $10,767,184 | 228,070 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $10,954,202 | 228,070 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $11,884,727 | 228,070 | Shares | Sole | 2024-08-29 |
| 2023-09-30 | $9,626,834 | 228,070 | Shares | Sole | 2024-08-29 |
| 2023-06-30 | $10,691,921 | 228,070 | Shares | Sole | 2024-08-29 |
| 2023-03-31 | $22,275,076 | 424,368 | Shares | Sole | 2024-08-29 |
| 2022-12-31 | $26,551,680 | 421,790 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $25,341,143 | 421,790 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $26,690,871 | 421,790 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $29,588,568 | 421,790 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $33,450,904 | 449,126 | Shares | Sole | 2022-02-02 |
| 2021-09-30 | $30,729,200 | 449,126 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $33,976,381 | 449,126 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $34,456,946 | 449,126 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $40,459,503 | 649,326 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $35,362,293 | 649,326 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $37,024,568 | 649,326 | Shares | Sole | 2020-08-11 |
| 2020-03-31 | $38,073,940 | 647,516 | Shares | Sole | 2020-05-05 |