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WADDELL & ASSOCIATES, LLC: VLUE position timeline

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

WADDELL & ASSOCIATES, LLC held 41,412 VLUE 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 41,412 shares
    Change vs previous 13F -1,099 shares

    0.41% of the 13F portfolio, value $8,274,532.

    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 42,511 shares
    Change vs previous 13F +828 shares

    0.34% of the 13F portfolio, value $6,044,639.

    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 41,683 shares
    Change vs previous 13F -813 shares

    0.38% of the 13F portfolio, value $5,699,317.

    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 42,496 shares
    Change vs previous 13F -2,057 shares

    0.45% of the 13F portfolio, value $5,314,125.

    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 44,553 shares
    Change vs previous 13F -246 shares

    0.54% of the 13F portfolio, value $5,043,845.

    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 44,799 shares
    Change vs previous 13F -4,134 shares

    0.58% of the 13F portfolio, value $4,777,813.

    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 48,933 shares
    Change vs previous 13F -4,557 shares

    0.53% of the 13F portfolio, value $5,167,814.

    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 53,490 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $5,832,550.

    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).