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BCS Private Wealth Management, Inc.: LQD position timeline

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

BCS Private Wealth Management, Inc. held 99,972 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,972 shares
    Change vs previous 13F +14,730 shares

    3.28% of the 13F portfolio, value $10,903,946.

    13F-HR 0002044001-26-000003 filed by BCS Private Wealth Management, Inc.
    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 85,242 shares
    Change vs previous 13F +26,462 shares

    2.82% of the 13F portfolio, value $9,290,526.

    13F-HR 0002044001-26-000002 filed by BCS Private Wealth Management, Inc.
    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 58,780 shares
    Change vs previous 13F +20,620 shares

    2.21% of the 13F portfolio, value $6,476,968.

    13F-HR 0002044001-26-000001 filed by BCS Private Wealth Management, Inc.
    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 38,160 shares
    Change vs previous 13F -4,750 shares

    1.52% of the 13F portfolio, value $4,253,695.

    13F-HR 0002044001-25-000003 filed by BCS Private Wealth Management, Inc.
    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 42,910 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,703,000.

    13F-HR 0002044001-25-000002 filed by BCS Private Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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