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Wakefield Asset Management LLLP: EFV position timeline

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

Wakefield Asset Management LLLP held 252,913 EFV 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 252,913 shares
    Change vs previous 13F +24,672 shares

    4.36% of the 13F portfolio, value $19,360,491.

    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 228,241 shares
    Change vs previous 13F -3,914 shares

    4.5% of the 13F portfolio, value $16,969,719.

    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 232,155 shares
    Change vs previous 13F -5,570 shares

    4.5% of the 13F portfolio, value $16,578,189.

    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 237,725 shares
    Change vs previous 13F -26,371 shares

    4.4% of the 13F portfolio, value $16,124,887.

    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 264,096 shares
    Change vs previous 13F -3,400 shares

    4.68% of the 13F portfolio, value $16,764,815.

    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 267,496 shares
    Change vs previous 13F -349 shares

    4.78% of the 13F portfolio, value $15,766,215.

    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 267,845 shares
    Change vs previous 13F +3,776 shares

    4.74% of the 13F portfolio, value $14,053,828.

    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 264,069 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $15,191,890.

    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).