Skip to main content
Livermore
Livermore
ZHEN

Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

BLK holding history

BlackRock, Inc. in every 13F filed by Waldron Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BLK overviewAll 13F holders of BLKFull Q2 2026 holdings

Shares (Q2 2026)
624
Value
$600.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of BLK by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026624$600.0K<0.1%−11−1.7%ReducedHolders
Q1 2026635$610.7K<0.1%+82+14.8%AddedHolders
Q4 2025553$591.9K<0.1%+15+2.8%AddedHolders
Q3 2025538$627.1K<0.1%−4−0.7%ReducedHolders
Q2 2025542$568.6K<0.1%−45−7.7%ReducedHolders
Q1 2025587$555.4K<0.1%−1,163−66.5%ReducedHolders
Q4 20241,750$1.79M0.1%+1,750NewHolders
Q3 20240$00.0%−798−100.0%Sold outHolders
Q2 2024798$628.9K<0.1%00.0%UnchangedHolders
Q1 2024798$665.9K<0.1%−119−13.0%ReducedHolders
Q4 2023917$745.0K<0.1%+43+4.9%AddedHolders
Q3 2023874$565.4K<0.1%−30−3.3%ReducedHolders
Q2 2023904$625.2K<0.1%−212−19.0%ReducedHolders
Q1 20231,116$747.1K<0.1%+149+15.4%AddedHolders
Q4 2022967$532.0K<0.1%00.0%UnchangedHolders
Q3 2022967$532.0K<0.1%−10−1.0%ReducedHolders
Q2 2022977$595.0K<0.1%+6+0.6%AddedHolders
Q1 2022971$742.0K<0.1%−63−6.1%ReducedHolders
Q4 20211,034$947.0K<0.1%00.0%UnchangedHolders
Q3 20211,034$867.0K0.1%+97+10.4%AddedHolders
Q2 2021937$820.0K0.1%00.0%UnchangedHolders
Q1 2021937$706.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.