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Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

SLF holding history

Sun Life Financial 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.

SLF overviewAll 13F holders of SLFFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of SLF by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−186−100.0%Sold outHolders
Q3 2024186$10.8K<0.1%+186NewHolders