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Alpha Wealth Funds, LLC: LQD position timeline

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

Alpha Wealth Funds, LLC held 19,677 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 19,677 shares
    Change vs previous 13F -261 shares

    1.33% of the 13F portfolio, value $2,146,170.

    13F-HR 0002059327-26-000003 filed by Alpha Wealth Funds, 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 19,938 shares
    Change vs previous 13F -30,169 shares

    1.55% of the 13F portfolio, value $2,173,043.

    13F-HR 0002059327-26-000002 filed by Alpha Wealth Funds, 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 50,107 shares
    Change vs previous 13F +19,000 shares

    3.71% of the 13F portfolio, value $5,521,290.

    13F-HR 0002059327-26-000001 filed by Alpha Wealth Funds, 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 31,107 shares
    Change vs previous 13F -2,000 shares

    2.84% of the 13F portfolio, value $3,467,497.

    13F-HR 0002059327-25-000008 filed by Alpha Wealth Funds, 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/A 33,107 shares
    Change vs previous 13F +9,005 shares

    3.39% of the 13F portfolio, value $3,628,858.

    13F-HR/A 0002059327-25-000007 filed by Alpha Wealth Funds, 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 24,102 shares
    Change vs previous 13F +1,617 shares

    2.84% of the 13F portfolio, value $2,619,646.

    13F-HR 0002059327-25-000005 filed by Alpha Wealth Funds, 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 22,485 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $2,402,297.

    13F-HR 0002059327-25-000001 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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