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WADDELL & ASSOCIATES, LLC: EWX position timeline

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

WADDELL & ASSOCIATES, LLC held 51,981 EWX 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 51,981 shares
    Change vs previous 13F -1,602 shares

    0.19% of the 13F portfolio, value $3,862,430.

    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 53,583 shares
    Change vs previous 13F -593,866 shares

    0.2% of the 13F portfolio, value $3,542,928.

    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 647,449 shares
    Change vs previous 13F +398 shares

    2.87% of the 13F portfolio, value $42,509,040.

    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 647,051 shares
    Change vs previous 13F +19,913 shares

    3.7% of the 13F portfolio, value $43,540,050.

    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 627,138 shares
    Change vs previous 13F +12,101 shares

    4.15% of the 13F portfolio, value $38,901,359.

    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 615,037 shares
    Change vs previous 13F +13,461 shares

    4.23% of the 13F portfolio, value $34,829,519.

    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 601,576 shares
    Change vs previous 13F +9,579 shares

    3.59% of the 13F portfolio, value $35,258,342.

    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 591,997 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $36,928,756.

    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).