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WADDELL & ASSOCIATES, LLC: DBND position timeline

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

WADDELL & ASSOCIATES, LLC held 168,588 DBND 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 168,588 shares
    Change vs previous 13F +6,434 shares

    0.38% of the 13F portfolio, value $7,685,989.

    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 162,154 shares
    Change vs previous 13F -2,412 shares

    0.42% of the 13F portfolio, value $7,428,289.

    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 164,566 shares
    Change vs previous 13F -17,391 shares

    0.51% of the 13F portfolio, value $7,630,010.

    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 181,957 shares
    Change vs previous 13F -476 shares

    0.72% of the 13F portfolio, value $8,466,469.

    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 182,433 shares
    Change vs previous 13F -4,585 shares

    0.9% of the 13F portfolio, value $8,435,704.

    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 187,018 shares
    Change vs previous 13F +2,852 shares

    1.05% of the 13F portfolio, value $8,634,620.

    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 184,166 shares
    Change vs previous 13F +1,917 shares

    0.85% of the 13F portfolio, value $8,340,414.

    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 182,249 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $8,631,298.

    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).