Wakefield Asset Management LLLP

Notable people
Geoffrey Todd Gervasini
Business address
7887 E Belleview Ave, Suite 800, Englewood, CO, 80111
Top securities (13F)
EFV, EFG, IEMG, JPM, PSQ, META, NVDA, NFLX, SCHE, RSP, NEM, GOOGL, LRCX, TT, FTI, SCHZ, MPC, APH, THC, and VRT
State of incorporation
CO
Fiscal year end
31 December
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Wakefield Asset Management LLLP has filed 31 SEC EDGAR filings since 15 Nov 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-18951
N-PX Open Document Open Filing 27 Aug 2025 30 Jun 2025 028-18951
13F-HR Open Document Open Filing 05 Aug 2025 30 Jun 2025 028-18951
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-18951
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-18951
13F-HR Open Document Open Filing 05 Nov 2024 30 Sep 2024 028-18951
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-18951
13F-HR Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-18951
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-18951
13F-HR Open Document Open Filing 25 Jan 2024 31 Dec 2023 028-18951
13F-HR Open Document Open Filing 01 Nov 2023 30 Sep 2023 028-18951
13F-HR Open Document Open Filing 01 Aug 2023 30 Jun 2023 028-18951
13F-HR Open Document Open Filing 02 May 2023 31 Mar 2023 028-18951
13F-HR Open Document Open Filing 30 Jan 2023 31 Dec 2022 028-18951
13F-HR Open Document Open Filing 07 Nov 2022 30 Sep 2022 028-18951
13F-HR Open Document Open Filing 09 Aug 2022 30 Jun 2022 028-18951
13F-HR Open Document Open Filing 02 May 2022 31 Mar 2022 028-18951
13F-HR Open Document Open Filing 01 Feb 2022 31 Dec 2021 028-18951
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-18951
13F-HR Open Document Open Filing 10 Aug 2021 30 Jun 2021 028-18951
13F-HR Open Document Open Filing 11 May 2021 31 Mar 2021 028-18951
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-18951
13F-HR Open Document Open Filing 23 Oct 2020 30 Sep 2020 028-18951
13F-HR Open Document Open Filing 28 Jul 2020 30 Jun 2020 028-18951
13F-HR Open Document Open Filing 12 May 2020 31 Mar 2020 028-18951
13F-HR Open Document Open Filing 27 Jan 2020 31 Dec 2019 028-18951
13F-HR Open Document Open Filing 25 Oct 2019 30 Sep 2019 028-18951
13F-HR Open Document Open Filing 13 Aug 2019 30 Jun 2019 028-18951
13F-HR Open Document Open Filing 06 May 2019 31 Mar 2019 028-18951
13F-HR Open Document Open Filing 15 Feb 2019 31 Dec 2018 028-18951
13F-HR Open Document Open Filing 15 Nov 2018 30 Sep 2018 028-18951