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WADDELL & ASSOCIATES, LLC: QQQE position timeline

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

WADDELL & ASSOCIATES, LLC held 428,989 QQQE 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 428,989 shares
    Change vs previous 13F +517 shares

    2.59% of the 13F portfolio, value $52,340,944.

    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 428,472 shares
    Change vs previous 13F +16,223 shares

    2.38% of the 13F portfolio, value $42,217,336.

    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 412,249 shares
    Change vs previous 13F +4,347 shares

    2.85% of the 13F portfolio, value $42,177,166.

    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 407,902 shares
    Change vs previous 13F +12,839 shares

    3.53% of the 13F portfolio, value $41,446,877.

    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 395,063 shares
    Change vs previous 13F +8,225 shares

    4.15% of the 13F portfolio, value $38,838,607.

    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 386,838 shares
    Change vs previous 13F +3,845 shares

    4.1% of the 13F portfolio, value $33,728,365.

    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 382,993 shares
    Change vs previous 13F +8,548 shares

    3.5% of the 13F portfolio, value $34,381,241.

    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 374,445 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $33,774,970.

    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).