WADDELL & ASSOCIATES, LLC: FIX position timeline

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

WADDELL & ASSOCIATES, LLC held 1,669 FIX 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 1,669 shares
Change vs previous 13F +32 shares
0.16% of the 13F portfolio, value $3,307,875.
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 1,637 shares
Change vs previous 13F +493 shares
0.13% of the 13F portfolio, value $2,257,407.
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 1,144 shares
Change vs previous 13F +355 shares
0.07% of the 13F portfolio, value $1,067,684.
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 789 shares
Change vs previous 13F +204 shares
0.06% of the 13F portfolio, value $651,067.
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 585 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $313,683.
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).