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Disclosery

Arax Advisory Partners: LQD position timeline

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

Arax Advisory Partners held 127,984 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,984 shares
    Change vs previous 13F +28,041 shares

    0.09% of the 13F portfolio, value $13,959,191.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 99,943 shares
    Change vs previous 13F -200,105 shares

    0.31% of the 13F portfolio, value $10,892,787.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 300,048 shares
    Change vs previous 13F +300,048 shares

    0.96% of the 13F portfolio, value $33,062,342.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 0 shares
    Change vs previous 13F -276,008 shares

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 276,008 shares
    Change vs previous 13F +12,021 shares

    1.39% of the 13F portfolio, value $30,253,186.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 263,987 shares
    Change vs previous 13F +19,001 shares

    1.84% of the 13F portfolio, value $28,692,689.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 244,986 shares
    Change vs previous 13F +9,900 shares

    1.65% of the 13F portfolio, value $26,174,253.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 235,086 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $26,560,055.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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