Skip to content
Disclosery

WADDELL & ASSOCIATES, LLC: WTAI position timeline

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

WADDELL & ASSOCIATES, LLC held 54,099 WTAI 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 54,099 shares
    Change vs previous 13F +878 shares

    0.13% of the 13F portfolio, value $2,568,080.

    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 53,221 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,502,429.

    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 53,221 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,550,860.

    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 53,221 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,519,992.

    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 53,221 shares
    Change vs previous 13F -420 shares

    0.14% of the 13F portfolio, value $1,307,108.

    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 53,641 shares
    Change vs previous 13F +470 shares

    0.12% of the 13F portfolio, value $1,019,179.

    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 53,171 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,169,762.

    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 53,171 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,059,698.

    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).