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Disclosery

Wakefield Asset Management LLLP: NAD position timeline

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

Wakefield Asset Management LLLP held 193,285 NAD 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 193,285 shares
    Change vs previous 13F +19,612 shares

    0.53% of the 13F portfolio, value $2,343,521.

    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 173,673 shares
    Change vs previous 13F +13,852 shares

    0.53% of the 13F portfolio, value $1,998,135.

    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 159,821 shares
    Change vs previous 13F +1,078 shares

    0.52% of the 13F portfolio, value $1,921,049.

    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 158,743 shares
    Change vs previous 13F +5,073 shares

    0.51% of the 13F portfolio, value $1,856,510.

    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 153,670 shares
    Change vs previous 13F -2,367 shares

    0.48% of the 13F portfolio, value $1,735,767.

    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 156,037 shares
    Change vs previous 13F +1,098 shares

    0.54% of the 13F portfolio, value $1,798,327.

    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 154,939 shares
    Change vs previous 13F +434 shares

    0.61% of the 13F portfolio, value $1,806,589.

    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 154,505 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,913,526.

    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).