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Wakefield Asset Management LLLP: WIA position timeline

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

Wakefield Asset Management LLLP held 157,757 WIA 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 157,757 shares
    Change vs previous 13F -205,233 shares

    0.29% of the 13F portfolio, value $1,282,565.

    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 362,990 shares
    Change vs previous 13F +46,630 shares

    0.78% of the 13F portfolio, value $2,932,960.

    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 316,360 shares
    Change vs previous 13F +201,873 shares

    0.71% of the 13F portfolio, value $2,616,298.

    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 114,487 shares
    Change vs previous 13F +6,639 shares

    0.26% of the 13F portfolio, value $963,981.

    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 107,848 shares
    Change vs previous 13F +703 shares

    0.25% of the 13F portfolio, value $905,924.

    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 107,145 shares
    Change vs previous 13F -323 shares

    0.27% of the 13F portfolio, value $894,126.

    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 107,468 shares
    Change vs previous 13F +5,269 shares

    0.29% of the 13F portfolio, value $859,744.

    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 102,199 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $873,802.

    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).