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Wakefield Asset Management LLLP: EXPE position timeline

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

Wakefield Asset Management LLLP held 14,672 EXPE 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 14,672 shares
    Change vs previous 13F -3,409 shares

    0.85% of the 13F portfolio, value $3,754,272.

    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 18,081 shares
    Change vs previous 13F +201 shares

    1.11% of the 13F portfolio, value $4,174,723.

    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 17,880 shares
    Change vs previous 13F +14,423 shares

    1.37% of the 13F portfolio, value $5,065,583.

    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 3,457 shares
    Change vs previous 13F +6 shares

    0.2% of the 13F portfolio, value $738,934.

    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 3,451 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $582,115.

    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 3,448 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $579,609.

    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).