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Wakefield Asset Management LLLP: MSFD position timeline

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

Wakefield Asset Management LLLP held 78,070 MSFD 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 78,070 shares
    Change vs previous 13F +7,620 shares

    0.25% of the 13F portfolio, value $1,109,375.

    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 70,450 shares
    Change vs previous 13F -15,190 shares

    0.28% of the 13F portfolio, value $1,038,433.

    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 85,640 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $986,102.

    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).