Waldron Private Wealth LLC
Holdings in STBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,016,101 | 127,474 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $4,851,590 | 129,066 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $4,880,973 | 129,058 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $5,429,973 | 146,558 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $5,601,446 | 146,558 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $6,151,039 | 146,558 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $4,893,571 | 146,558 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $4,701,580 | 146,558 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $4,897,968 | 146,558 | Shares | Sole | 2024-08-29 |
| 2023-09-30 | $3,968,790 | 146,558 | Shares | Sole | 2024-08-29 |
| 2023-06-30 | $585,020 | 21,516 | Shares | Sole | 2024-08-29 |
| 2023-03-31 | $4,609,249 | 146,558 | Shares | Sole | 2024-08-29 |
| 2022-12-31 | $5,009,352 | 146,558 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $4,295,614 | 146,558 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $4,020,085 | 146,558 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $4,335,185 | 146,558 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $4,590,163 | 145,627 | Shares | Sole | 2022-02-02 |
| 2021-09-30 | $4,291,627 | 145,627 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $4,558,125 | 145,627 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $4,566,485 | 136,313 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $3,386,014 | 136,313 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $2,429,066 | 137,313 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $3,219,989 | 137,313 | Shares | Sole | 2020-08-11 |
| 2020-03-31 | $3,751,391 | 137,313 | Shares | Sole | 2020-05-05 |