WADDELL & ASSOCIATES, LLC: CBSH position timeline

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

WADDELL & ASSOCIATES, LLC held 12,508 CBSH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 12,508 shares
Change vs previous 13F +7,948 shares
0.04% of the 13F portfolio, value $722,337.
13F-HR 0001765380-26-000220 filed by WADDELL & ASSOCIATES, LLC
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,560 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $224,352.
13F-HR 0001765380-26-000203 filed by WADDELL & ASSOCIATES, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).