Waldron - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Waldron going back to Feb. 4, 2014
- Waldron Private Wealth 2024 Q1 - filed May 9, 2024 - new!
- Waldron Private Wealth 2023 Q4 - filed Jan. 30, 2024
- Waldron Private Wealth 2023 Q3 - filed Oct. 26, 2023
- Waldron Private Wealth 2023 Q2 - filed Aug. 7, 2023
- Waldron Private Wealth 2023 Q1 - filed May 2, 2023
- Waldron Private Wealth 2022 Q4 - filed Feb. 8, 2023
- Waldron Private Wealth 2022 Q3 - filed Nov. 14, 2022
- Waldron Private Wealth 2022 Q2 - filed Aug. 3, 2022
- Waldron Private Wealth 2022 Q1 - filed May 4, 2022
- Waldron Private Wealth 2021 Q4 - filed Feb. 2, 2022
- Waldron Private Wealth 2021 Q3 - filed Nov. 2, 2021
- Waldron Private Wealth 2021 Q2 - filed Aug. 6, 2021
- Waldron Private Wealth 2021 Q1 - filed May 11, 2021
- Waldron Private Wealth 2020 Q4 - filed Feb. 12, 2021
- Waldron Private Wealth 2020 Q3 - filed Nov. 13, 2020
- Waldron Private Wealth 2020 Q2 - filed Aug. 11, 2020
- Waldron Private Wealth 2020 Q1 - filed May 5, 2020
- Waldron Private Wealth 2019 Q4 - filed Feb. 7, 2020
- Waldron Private Wealth 2019 Q3 - filed Nov. 6, 2019
- Waldron Private Wealth 2019 Q2 - filed July 31, 2019
- Waldron Private Wealth 2019 Q1 - filed May 1, 2019
- Waldron Private Wealth 2018 Q4 - filed Feb. 13, 2019
- Waldron Private Wealth 2018 Q3 - filed Nov. 20, 2018
- Waldron Private Wealth 2018 Q2 - filed Aug. 9, 2018
- Waldron 2018 Q1 - filed May 9, 2018
- Waldron 2017 Q4 - filed Jan. 26, 2018
- Waldron 2017 Q3 - filed Nov. 8, 2017
- Waldron 2017 Q2 - filed Aug. 14, 2017
- Waldron 2017 Q1 restated - filed May 22, 2017
- Waldron 2017 Q1 restated - filed May 18, 2017
- Waldron 2017 Q1 restated - filed April 27, 2017
- Waldron 2017 Q1 - filed April 24, 2017
- Waldron 2016 Q4 - filed Jan. 27, 2017
- Waldron 2016 Q3 - filed Nov. 14, 2016
- Waldron 2016 Q1 restated - filed Aug. 11, 2016
- Waldron 2016 Q2 restated - filed Aug. 11, 2016
- Waldron 2016 Q2 - filed Aug. 9, 2016
- Waldron 2016 Q1 restated - filed Aug. 9, 2016
- Waldron 2016 Q1 - filed May 9, 2016
- Waldron 2015 Q4 - filed Feb. 5, 2016
- Waldron 2015 Q3 - filed Nov. 13, 2015
- Waldron 2015 Q2 - filed Aug. 12, 2015
- Waldron 2015 Q1 - filed May 4, 2015
- Waldron 2014 Q4 - filed Feb. 13, 2015
- Waldron 2014 Q3 - filed Nov. 13, 2014
- Waldron 2014 Q2 - filed Aug. 13, 2014
- Waldron 2014 Q1 - filed May 13, 2014
- Waldron 2013 Q4 - filed Feb. 4, 2014