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WADDELL & ASSOCIATES, LLC: XLK position timeline

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

WADDELL & ASSOCIATES, LLC held 5,847 XLK 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 5,847 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,113,970.

    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 5,847 shares
    Change vs previous 13F +181 shares

    0.04% of the 13F portfolio, value $777,066.

    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 5,666 shares
    Change vs previous 13F +2,804 shares

    0.06% of the 13F portfolio, value $815,734.

    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 2,862 shares
    Change vs previous 13F +1,887 shares

    0.07% of the 13F portfolio, value $806,683.

    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 975 shares
    Change vs previous 13F -35 shares

    0.03% of the 13F portfolio, value $246,899.

    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 1,010 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $208,545.

    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).