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Disclosery

BCWM, LLC: LQD position timeline

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

BCWM, LLC held 17,904 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,904 shares
    Change vs previous 13F -480 shares

    0.57% of the 13F portfolio, value $1,952,789.

    13F-HR 0001542165-26-000003 filed by BCWM, 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 18,384 shares
    Change vs previous 13F +330 shares

    0.57% of the 13F portfolio, value $2,003,672.

    13F-HR 0001542165-26-000002 filed by BCWM, 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 18,054 shares
    Change vs previous 13F +621 shares

    0.6% of the 13F portfolio, value $1,989,370.

    13F-HR 0001542165-26-000001 filed by BCWM, 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 17,433 shares
    Change vs previous 13F +916 shares

    0.58% of the 13F portfolio, value $1,943,257.

    13F-HR 0001542165-25-000005 filed by BCWM, 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 16,517 shares
    Change vs previous 13F -864 shares

    0.57% of the 13F portfolio, value $1,810,416.

    13F-HR 0001542165-25-000003 filed by BCWM, 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 17,381 shares
    Change vs previous 13F +614 shares

    0.66% of the 13F portfolio, value $1,889,129.

    13F-HR 0001542165-25-000002 filed by BCWM, 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 16,767 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,791,374.

    13F-HR 0001542165-25-000001 filed by BCWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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