Waldron Private Wealth LLC
CIK
0001598180
City
BRIDGEVILLE
State / Country
PA
Holdings in FCF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $19,415,048 | 1,151,545 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $20,544,363 | 1,204,948 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $19,554,845 | 1,204,858 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $18,723,493 | 1,204,858 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $20,386,197 | 1,204,858 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $20,663,314 | 1,204,858 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $16,639,088 | 1,204,858 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $16,771,623 | 1,204,858 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $18,603,007 | 1,204,858 | Shares | Sole | 2024-08-29 |
| 2023-09-30 | $14,711,316 | 1,204,858 | Shares | Sole | 2024-08-29 |
| 2023-06-30 | $141,136 | 11,157 | Shares | Sole | 2024-08-29 |
| 2023-03-31 | $14,976,384 | 1,204,858 | Shares | Sole | 2024-08-29 |
| 2022-12-31 | $16,841,784 | 1,205,568 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $15,479,493 | 1,205,568 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $16,178,722 | 1,205,568 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $18,276,410 | 1,205,568 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $19,256,688 | 1,196,811 | Shares | Sole | 2022-02-02 |
| 2021-09-30 | $16,312,533 | 1,196,811 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $16,839,130 | 1,196,811 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $17,198,174 | 1,196,811 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $13,093,112 | 1,196,811 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $10,006,550 | 1,292,836 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $10,704,682 | 1,292,836 | Shares | Sole | 2020-08-11 |
| 2020-03-31 | $12,959,021 | 1,417,836 | Shares | Sole | 2020-05-05 |