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Disclosery

Wakefield Asset Management LLLP: CURB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wakefield Asset Management LLLP on CURB, newest first. How the timeline and the estimate are built.

Wakefield Asset Management LLLP held 45,867 CURB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,867 shares
    Change vs previous 13F +888 shares

    0.31% of the 13F portfolio, value $1,394,357.

    13F-HR 0001376474-26-000549 filed by Wakefield Asset Management LLLP
    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 44,979 shares
    Change vs previous 13F +941 shares

    0.31% of the 13F portfolio, value $1,160,009.

    13F-HR 0001376474-26-000366 filed by Wakefield Asset Management LLLP
    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 44,038 shares
    Change vs previous 13F -339 shares

    0.28% of the 13F portfolio, value $1,022,543.

    13F-HR 0001376474-26-000128 filed by Wakefield Asset Management LLLP
    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 44,377 shares
    Change vs previous 13F -69 shares

    0.27% of the 13F portfolio, value $989,608.

    13F-HR 0001376474-25-000920 filed by Wakefield Asset Management LLLP
    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 44,446 shares
    Change vs previous 13F -310 shares

    0.28% of the 13F portfolio, value $1,014,703.

    13F-HR 0001376474-25-000701 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 44,756 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,082,648.

    13F-HR 0001376474-25-000433 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

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