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WADDELL & ASSOCIATES, LLC: PSLV position timeline

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

WADDELL & ASSOCIATES, LLC held 288,061 PSLV 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 288,061 shares
    Change vs previous 13F -1,771 shares

    0.27% of the 13F portfolio, value $5,435,711.

    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 289,832 shares
    Change vs previous 13F -45,613 shares

    0.4% of the 13F portfolio, value $7,069,002.

    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 335,445 shares
    Change vs previous 13F -18,940 shares

    0.54% of the 13F portfolio, value $7,933,274.

    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 354,385 shares
    Change vs previous 13F +48,577 shares

    0.47% of the 13F portfolio, value $5,563,845.

    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 305,808 shares
    Change vs previous 13F -26,131 shares

    0.4% of the 13F portfolio, value $3,743,090.

    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 331,939 shares
    Change vs previous 13F -20 shares

    0.47% of the 13F portfolio, value $3,850,492.

    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 331,959 shares
    Change vs previous 13F +77,368 shares

    0.33% of the 13F portfolio, value $3,203,404.

    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 254,591 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,660,476.

    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).