WADDELL & ASSOCIATES, LLC: EXPE position timeline

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

WADDELL & ASSOCIATES, LLC held 3,609 EXPE 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 3,609 shares
Change vs previous 13F +640 shares
0.05% of the 13F portfolio, value $923,471.
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 2,969 shares
Change vs previous 13F -1,582 shares
0.04% of the 13F portfolio, value $685,512.
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).
period ended2025-12-31
13F 4,551 shares
Change vs previous 13F +1,200 shares
0.09% of the 13F portfolio, value $1,289,344.
13F-HR 0001765380-26-000104 filed by WADDELL & ASSOCIATES, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,351 shares
Change vs previous 13F +1,149 shares
0.06% of the 13F portfolio, value $716,276.
13F-HR 0001765380-25-000463 filed by WADDELL & ASSOCIATES, LLC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,202 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $371,433.
13F-HR 0001765380-25-000332 filed by WADDELL & ASSOCIATES, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).