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Disclosery

CHB Investment Group, LLC: LQD position timeline

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

CHB Investment Group, LLC held 114,723 LQD shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 114,723 shares
    Change vs previous 13F -3,586 shares

    6.41% of the 13F portfolio, value $12,575,000.

    13F-HR 0001933274-25-000005 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 118,309 shares
    Change vs previous 13F +1,156 shares

    6.84% of the 13F portfolio, value $12,859,000.

    13F-HR 0001933274-25-000004 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 117,153 shares
    Change vs previous 13F +4,436 shares

    6.8% of the 13F portfolio, value $12,517,000.

    13F-HR 0001933274-25-000001 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 112,717 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $12,735,000.

    13F-HR 0001933274-24-000007 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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