WADDELL & REED FINANCIAL INC: SWK position timeline

WADDELL & REED FINANCIAL INC held 1,453,503 SWK 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 1,453,503 shares

   Change vs previous 13F -24,952 shares

   0.6% of the 13F portfolio, value $290,221,000.

   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 1,478,455 shares

   Change vs previous 13F -79,768 shares

   0.56% of the 13F portfolio, value $263,993,000.

   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 1,558,223 shares

   Change vs previous 13F +452,008 shares

   0.61% of the 13F portfolio, value $252,744,000.

   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 1,106,215 shares

   Change vs previous 13F -7,882 shares

   0.4% of the 13F portfolio, value $154,184,000.

   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 1,114,097 shares

   Change vs previous 13F +232,238 shares

   0.36% of the 13F portfolio, value $111,410,000.

   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 881,859 shares

   Change vs previous 13F +585,098 shares

   0.36% of the 13F portfolio, value $146,159,000.

   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 296,761 shares

   Change vs previous 13F -6,899 shares

   0.11% of the 13F portfolio, value $42,855,000.

   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).

8. period ended2019-06-30

   13F 303,660 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $43,912,000.

   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).