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CAPTRUST FINANCIAL ADVISORS: LQD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 299,492 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299,492 shares
    Change vs previous 13F +10,445 shares

    0.05% of the 13F portfolio, value $32,665,640.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 289,047 shares
    Change vs previous 13F +223,487 shares

    0.06% of the 13F portfolio, value $31,503,063.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 65,560 shares
    Change vs previous 13F +4,486 shares

    0.01% of the 13F portfolio, value $7,224,061.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 61,074 shares
    Change vs previous 13F +917 shares

    0.01% of the 13F portfolio, value $6,807,925.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 60,157 shares
    Change vs previous 13F -26,488 shares

    0.01% of the 13F portfolio, value $6,593,854.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 86,645 shares
    Change vs previous 13F -3,830 shares

    0.02% of the 13F portfolio, value $9,417,392.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 90,475 shares
    Change vs previous 13F +16,632 shares

    0.03% of the 13F portfolio, value $9,666,347.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 73,843 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,342,756.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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