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MARTINGALE ASSET MANAGEMENT L P: BDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARTINGALE ASSET MANAGEMENT L P on BDC, newest first. How the timeline and the estimate are built.

MARTINGALE ASSET MANAGEMENT L P held 17,222 BDC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,222 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $2,065,091.

    13F-HR 0000936944-26-000006 filed by MARTINGALE ASSET MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 17,220 shares
    Change vs previous 13F +13,814 shares

    0.05% of the 13F portfolio, value $1,977,373.

    13F-HR 0000936944-26-000003 filed by MARTINGALE ASSET MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,406 shares
    Change vs previous 13F +802 shares

    0.01% of the 13F portfolio, value $396,970.

    13F-HR 0000936944-26-000002 filed by MARTINGALE ASSET MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,604 shares
    Change vs previous 13F +2,604 shares

    0.01% of the 13F portfolio, value $313,184.

    13F-HR 0000936944-25-000010 filed by MARTINGALE ASSET MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,697 shares

    13F-HR 0000936944-25-000008 filed by MARTINGALE ASSET MANAGEMENT L P
    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.

  6. period ended2025-03-31
    13F 2,697 shares
    Change vs previous 13F -5,218 shares

    0.01% of the 13F portfolio, value $270,375.

    13F-HR 0000936944-25-000005 filed by MARTINGALE ASSET MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,915 shares
    Change vs previous 13F +2,122 shares

    0.02% of the 13F portfolio, value $891,309.

    13F-HR 0000936944-25-000003 filed by MARTINGALE ASSET MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,793 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $678,535.

    13F-HR 0000936944-24-000007 filed by MARTINGALE ASSET MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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