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Wakefield Asset Management LLLP: TOTL position timeline

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

Wakefield Asset Management LLLP held 97,044 TOTL 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 97,044 shares
    Change vs previous 13F +6,524 shares

    0.86% of the 13F portfolio, value $3,830,327.

    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 90,520 shares
    Change vs previous 13F +8,433 shares

    0.95% of the 13F portfolio, value $3,596,360.

    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 82,087 shares
    Change vs previous 13F -5,498 shares

    0.9% of the 13F portfolio, value $3,304,002.

    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 87,585 shares
    Change vs previous 13F +3,722 shares

    0.97% of the 13F portfolio, value $3,553,324.

    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 83,863 shares
    Change vs previous 13F +6,657 shares

    0.94% of the 13F portfolio, value $3,363,745.

    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 77,206 shares
    Change vs previous 13F +174 shares

    0.94% of the 13F portfolio, value $3,110,630.

    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 77,032 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,034,291.

    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).