Wakefield Wealth Management LLLP

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Signature - Title
Greg Brittain - Chief Compliance Officer
Location
Englewood, CO
Summary
This page shows a list of all the recent 13F filings made by Wakefield Wealth Management LLLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wakefield Wealth Management LLLP Wakefield Asset Management LLLP is reporting for Wakefield Wealth Management LLLP.

Wakefield Asset Management LLLP is reporting for Wakefield Wealth Management LLLP:

Name Holdings Value Location File Number
Wakefield Asset Management LLLP $307M Englewood, CO 028-18951