WADDELL & REED FINANCIAL INC: CHTR position timeline

WADDELL & REED FINANCIAL INC held 144,188 CHTR 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 144,188 shares

   Change vs previous 13F -3,887 shares

   0.18% of the 13F portfolio, value $88,967,000.

   13F-HR 0000950123-21-006039 filed by WADDELL & REED FINANCIAL INC
   Filed 2021-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

2. period ended2020-12-31

   13F 148,075 shares

   Change vs previous 13F -8,056 shares

   0.21% of the 13F portfolio, value $97,959,000.

   13F-HR 0000950123-21-001992 filed by WADDELL & REED FINANCIAL INC
   Filed 2021-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

3. period ended2020-09-30

   13F 156,131 shares

   Change vs previous 13F -5,030 shares

   0.23% of the 13F portfolio, value $97,479,000.

   13F-HR 0000950123-20-011789 filed by WADDELL & REED FINANCIAL INC
   Filed 2020-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

4. period ended2020-06-30

   13F 161,161 shares

   Change vs previous 13F +65,749 shares

   0.21% of the 13F portfolio, value $82,199,000.

   13F-HR 0000950123-20-009110 filed by WADDELL & REED FINANCIAL INC
   Filed 2020-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

5. period ended2020-03-31

   13F 95,412 shares

   Change vs previous 13F +42,054 shares

   0.14% of the 13F portfolio, value $41,629,000.

   13F-HR 0000950123-20-005380 filed by WADDELL & REED FINANCIAL INC
   Filed 2020-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

6. period ended2019-12-31

   13F 53,358 shares

   Change vs previous 13F +53,358 shares

   0.06% of the 13F portfolio, value $25,883,000.

   13F-HR 0000950123-20-002516 filed by WADDELL & REED FINANCIAL INC
   Filed 2020-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

7. period ended2019-09-30

   13F 0 shares

   Change vs previous 13F -283,856 shares

   13F-HR 0000950123-19-011400 filed by WADDELL & REED FINANCIAL INC
   Filed 2019-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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

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

8. period ended2019-06-30

   13F 283,856 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $112,174,000.

   13F-HR 0000950123-19-008353 filed by WADDELL & REED FINANCIAL INC
   Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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