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AGILIS PARTNERS LLC: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AGILIS PARTNERS LLC on LQD, newest first. How the timeline and the estimate are built.

AGILIS PARTNERS LLC held 20,759 LQD shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 20,759 shares
    Change vs previous 13F +1,545 shares

    0.67% of the 13F portfolio, value $2,217,892.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 19,214 shares
    Change vs previous 13F +531 shares

    0.61% of the 13F portfolio, value $2,170,798.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 18,683 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $2,001,323.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 18,683 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,034,952.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F/A 18,683 shares
    Change vs previous 13F +2,528 shares

    0.54% of the 13F portfolio, value $2,067,460.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 16,155 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,648,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 16,155 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,747,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 16,155 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,771,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).