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WADDELL & ASSOCIATES, LLC: AUSF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WADDELL & ASSOCIATES, LLC on AUSF, newest first. How the timeline and the estimate are built.

WADDELL & ASSOCIATES, LLC held 1,718,420 AUSF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,718,420 shares
    Change vs previous 13F +33,711 shares

    4.15% of the 13F portfolio, value $83,962,011.

    13F-HR 0001765380-26-000220 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,684,709 shares
    Change vs previous 13F +91,708 shares

    4.6% of the 13F portfolio, value $81,455,667.

    13F-HR 0001765380-26-000203 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,593,001 shares
    Change vs previous 13F +52,377 shares

    4.99% of the 13F portfolio, value $73,867,444.

    13F-HR 0001765380-26-000104 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,540,624 shares
    Change vs previous 13F +83,429 shares

    6.1% of the 13F portfolio, value $71,654,426.

    13F-HR 0001765380-25-000463 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,457,195 shares
    Change vs previous 13F +34,107 shares

    6.95% of the 13F portfolio, value $65,136,603.

    13F-HR 0001765380-25-000332 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 1,423,088 shares
    Change vs previous 13F not available

    7.54% of the 13F portfolio, value $62,117,791.

    13F-HR/A 0001765380-25-000228 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).