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Wakefield Asset Management LLLP: HCI position timeline

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

Wakefield Asset Management LLLP held 7,689 HCI 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 7,689 shares
    Change vs previous 13F +131 shares

    0.3% of the 13F portfolio, value $1,347,498.

    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 7,558 shares
    Change vs previous 13F +40 shares

    0.31% of the 13F portfolio, value $1,168,543.

    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 7,518 shares
    Change vs previous 13F +30 shares

    0.39% of the 13F portfolio, value $1,441,126.

    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 7,488 shares
    Change vs previous 13F -30 shares

    0.39% of the 13F portfolio, value $1,437,172.

    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 7,518 shares
    Change vs previous 13F -74 shares

    0.32% of the 13F portfolio, value $1,144,240.

    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 7,592 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,132,955.

    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).