Skip to content

WADDELL & REED FINANCIAL INC: WEX position timeline

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

WADDELL & REED FINANCIAL INC held 47,083 WEX 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 47,083 shares
    Change vs previous 13F +641 shares

    0.02% of the 13F portfolio, value $9,851,000.

    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 46,442 shares
    Change vs previous 13F -1,102 shares

    0.02% of the 13F portfolio, value $9,452,000.

    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 47,544 shares
    Change vs previous 13F -2,057 shares

    0.02% of the 13F portfolio, value $6,607,000.

    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 49,601 shares
    Change vs previous 13F +1,347 shares

    0.02% of the 13F portfolio, value $8,185,000.

    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 48,254 shares
    Change vs previous 13F -422 shares

    0.02% of the 13F portfolio, value $5,045,000.

    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 48,676 shares
    Change vs previous 13F -17,562 shares

    0.03% of the 13F portfolio, value $10,196,000.

    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 66,238 shares
    Change vs previous 13F -5,935 shares

    0.03% of the 13F portfolio, value $13,385,000.

    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 72,173 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,019,000.

    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).