Skip to content
Disclosery

Wakefield Asset Management LLLP: EFG position timeline

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

Wakefield Asset Management LLLP held 157,105 EFG 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 157,105 shares
    Change vs previous 13F +10,766 shares

    4.4% of the 13F portfolio, value $19,547,005.

    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 146,339 shares
    Change vs previous 13F +9,191 shares

    4.32% of the 13F portfolio, value $16,297,775.

    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 137,148 shares
    Change vs previous 13F -3,169 shares

    4.24% of the 13F portfolio, value $15,623,901.

    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 140,317 shares
    Change vs previous 13F +4,515 shares

    4.36% of the 13F portfolio, value $15,979,300.

    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 135,802 shares
    Change vs previous 13F -1,735 shares

    4.25% of the 13F portfolio, value $15,209,824.

    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 137,537 shares
    Change vs previous 13F -95 shares

    4.17% of the 13F portfolio, value $13,753,700.

    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).

  7. period ended2024-12-31
    13F 137,632 shares
    Change vs previous 13F +1,983 shares

    4.5% of the 13F portfolio, value $13,326,907.

    13F-HR 0001376474-25-000151 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).

  8. period ended2024-09-30
    13F 135,649 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $14,602,615.

    13F-HR 0001376474-24-000643 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).