Skip to content

WADDELL & REED FINANCIAL INC: CBT position timeline

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

WADDELL & REED FINANCIAL INC held 440,237 CBT shares at 2021-03-31 per its 13F-HR filed 2021-05-12.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 440,237 shares
    Change vs previous 13F +88,607 shares

    0.05% of the 13F portfolio, value $23,086,000.

    13F-HR 0000950123-21-006039 filed by WADDELL & REED FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2020-12-31
    13F 351,630 shares
    Change vs previous 13F +121,897 shares

    0.03% of the 13F portfolio, value $15,781,000.

    13F-HR 0000950123-21-001992 filed by WADDELL & REED FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-09-30
    13F 229,733 shares
    Change vs previous 13F +44,584 shares

    0.02% of the 13F portfolio, value $8,277,000.

    13F-HR 0000950123-20-011789 filed by WADDELL & REED FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-06-30
    13F 185,149 shares
    Change vs previous 13F +185,149 shares

    0.02% of the 13F portfolio, value $6,860,000.

    13F-HR 0000950123-20-009110 filed by WADDELL & REED FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2019-06-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0000950123-19-008353 filed by WADDELL & REED FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.