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Clarus Wealth Advisors: LQD position timeline

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

Clarus Wealth Advisors held 27,239 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,239 shares
    Change vs previous 13F +2,503 shares

    1.13% of the 13F portfolio, value $2,932,853.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth 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 24,736 shares
    Change vs previous 13F +426 shares

    1.15% of the 13F portfolio, value $2,697,933.

    13F-HR 0001730149-26-000002 filed by Clarus Wealth 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 24,310 shares
    Change vs previous 13F +763 shares

    1.12% of the 13F portfolio, value $2,692,368.

    13F-HR 0001730149-26-000001 filed by Clarus Wealth 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 23,547 shares
    Change vs previous 13F +1,419 shares

    1.16% of the 13F portfolio, value $2,626,615.

    13F-HR 0001730149-25-000005 filed by Clarus Wealth 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 22,128 shares
    Change vs previous 13F +578 shares

    1.11% of the 13F portfolio, value $2,392,026.

    13F-HR 0001730149-25-000003 filed by Clarus Wealth 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 21,550 shares
    Change vs previous 13F +3,172 shares

    1.23% of the 13F portfolio, value $2,307,352.

    13F-HR 0001730149-25-000002 filed by Clarus Wealth 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 18,378 shares
    Change vs previous 13F +1,344 shares

    0.96% of the 13F portfolio, value $1,931,529.

    13F-HR 0001730149-25-000001 filed by Clarus Wealth 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 17,034 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,889,941.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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