| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q2 2024 | 7.3% |
| ISHARES TR | 24 | Q2 2024 | 5.9% |
| SCHWAB STRATEGIC TR | 24 | Q2 2024 | 2.8% |
| SCHWAB STRATEGIC TR | 24 | Q2 2024 | 4.0% |
| WESTERN AST INFL LKD OPP & I | 24 | Q2 2024 | 1.9% |
| WESTERN ASST INFLTN LKD INM | 24 | Q2 2024 | 1.9% |
| ISHARES INC | 24 | Q2 2024 | 1.3% |
| SCHWAB STRATEGIC TR | 24 | Q2 2024 | 0.3% |
| SYNOPSYS INC | 22 | Q1 2024 | 1.1% |
| ISHARES INC | 22 | Q2 2024 | 0.3% |
View Wakefield Asset Management LLLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-09 |
View Wakefield Asset Management LLLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.