Skip to content
Disclosery

Alley Investment Management Company, LLC: LQD position timeline

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

Alley Investment Management Company, LLC held 205,103 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,103 shares
    Change vs previous 13F +3,557 shares

    2.61% of the 13F portfolio, value $22,370,584.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, LLC
    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 201,546 shares
    Change vs previous 13F +4,541 shares

    2.68% of the 13F portfolio, value $21,966,499.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, LLC
    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 197,005 shares
    Change vs previous 13F -370 shares

    2.54% of the 13F portfolio, value $21,707,981.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, LLC
    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 197,375 shares
    Change vs previous 13F +2,137 shares

    2.55% of the 13F portfolio, value $22,001,391.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, LLC
    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 195,238 shares
    Change vs previous 13F -9,082 shares

    2.59% of the 13F portfolio, value $21,400,037.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, LLC
    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 204,320 shares
    Change vs previous 13F +5,827 shares

    2.79% of the 13F portfolio, value $22,207,541.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, LLC
    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 198,493 shares
    Change vs previous 13F +1,505 shares

    2.68% of the 13F portfolio, value $21,206,992.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, LLC
    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 196,988 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $22,255,704.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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