Skip to content

WADDELL & REED FINANCIAL INC: PSX position timeline

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

WADDELL & REED FINANCIAL INC held 499,146 PSX 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 499,146 shares
    Change vs previous 13F -12,180 shares

    0.08% of the 13F portfolio, value $40,700,000.

    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 511,326 shares
    Change vs previous 13F +203,964 shares

    0.08% of the 13F portfolio, value $35,762,000.

    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 307,362 shares
    Change vs previous 13F -1,531,725 shares

    0.04% of the 13F portfolio, value $15,934,000.

    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 1,839,087 shares
    Change vs previous 13F +131,161 shares

    0.34% of the 13F portfolio, value $132,230,000.

    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 ended2020-03-31
    13F 1,707,926 shares
    Change vs previous 13F +412,558 shares

    0.3% of the 13F portfolio, value $91,630,000.

    13F-HR 0000950123-20-005380 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).

  6. period ended2019-12-31
    13F 1,295,368 shares
    Change vs previous 13F -123,768 shares

    0.36% of the 13F portfolio, value $144,317,000.

    13F-HR 0000950123-20-002516 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).

  7. period ended2019-09-30
    13F 1,419,136 shares
    Change vs previous 13F -91,991 shares

    0.38% of the 13F portfolio, value $145,320,000.

    13F-HR 0000950123-19-011400 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).

  8. period ended2019-06-30
    13F 1,511,127 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $141,351,000.

    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).