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WADDELL & ASSOCIATES, LLC: CAPE position timeline

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

WADDELL & ASSOCIATES, LLC held 328,686 CAPE 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 328,686 shares
    Change vs previous 13F -5,264 shares

    0.53% of the 13F portfolio, value $10,661,786.

    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 333,950 shares
    Change vs previous 13F -1,763,388 shares

    0.58% of the 13F portfolio, value $10,303,358.

    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 2,097,338 shares
    Change vs previous 13F +42,940 shares

    4.56% of the 13F portfolio, value $67,609,786.

    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 2,054,398 shares
    Change vs previous 13F +65,712 shares

    5.69% of the 13F portfolio, value $66,932,086.

    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 1,988,686 shares
    Change vs previous 13F +6,422 shares

    6.75% of the 13F portfolio, value $63,260,113.

    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 1,982,264 shares
    Change vs previous 13F +12,975 shares

    7.31% of the 13F portfolio, value $60,240,993.

    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).

  7. period ended2024-12-31
    13F/A 1,969,289 shares
    Change vs previous 13F -4,620 shares

    6.02% of the 13F portfolio, value $59,013,674.

    13F-HR/A 0001765380-25-000229 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).

  8. period ended2024-09-30
    13F 1,973,909 shares
    Change vs previous 13F not available

    7.11% of the 13F portfolio, value $58,407,957.

    13F-HR 0001765380-24-000430 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).