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Disclosery

WADDELL & ASSOCIATES, LLC: CHAT position timeline

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

WADDELL & ASSOCIATES, LLC held 0 CHAT shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -17,961 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F/A 17,961 shares
    Change vs previous 13F +242 shares

    0.08% of the 13F portfolio, value $625,941.

    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).

  3. period ended2024-12-31
    13F/A 17,719 shares
    Change vs previous 13F +9,334 shares

    0.07% of the 13F portfolio, value $716,911.

    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).

  4. period ended2024-09-30
    13F 8,385 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $313,767.

    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).