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Disclosery

Allworth Financial LP: LQD position timeline

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

Allworth Financial LP held 6,250 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,250 shares
    Change vs previous 13F -111 shares

    <0.01% of the 13F portfolio, value $681,707.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 6,361 shares
    Change vs previous 13F -382 shares

    <0.01% of the 13F portfolio, value $693,268.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 6,743 shares
    Change vs previous 13F -313 shares

    <0.01% of the 13F portfolio, value $742,971.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 7,056 shares
    Change vs previous 13F +1,120 shares

    <0.01% of the 13F portfolio, value $786,560.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 5,936 shares
    Change vs previous 13F +1,948 shares

    <0.01% of the 13F portfolio, value $650,595.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 3,988 shares
    Change vs previous 13F -1,243 shares

    <0.01% of the 13F portfolio, value $428,444.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 5,231 shares
    Change vs previous 13F -2,252 shares

    <0.01% of the 13F portfolio, value $560,053.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 7,483 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $845,435.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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