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WADDELL & ASSOCIATES, LLC: DFAE position timeline

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

WADDELL & ASSOCIATES, LLC held 51,061 DFAE 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 51,061 shares
    Change vs previous 13F -297 shares

    0.1% of the 13F portfolio, value $2,053,163.

    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 51,358 shares
    Change vs previous 13F -430 shares

    0.1% of the 13F portfolio, value $1,738,982.

    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 51,788 shares
    Change vs previous 13F -496 shares

    0.11% of the 13F portfolio, value $1,686,735.

    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 52,284 shares
    Change vs previous 13F -1,249 shares

    0.14% of the 13F portfolio, value $1,648,515.

    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 53,533 shares
    Change vs previous 13F +699 shares

    0.17% of the 13F portfolio, value $1,549,780.

    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 52,834 shares
    Change vs previous 13F -4,547 shares

    0.17% of the 13F portfolio, value $1,367,872.

    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 57,381 shares
    Change vs previous 13F +634 shares

    0.15% of the 13F portfolio, value $1,455,756.

    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 56,747 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,555,435.

    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).