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Disclosery

Copia Wealth Management: LQD position timeline

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

Copia Wealth Management held 17,646 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,646 shares
    Change vs previous 13F -709 shares

    1.16% of the 13F portfolio, value $1,924,649.

    13F-HR 0002058771-26-000005 filed by Copia Wealth Management
    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 18,355 shares
    Change vs previous 13F +1,218 shares

    1.37% of the 13F portfolio, value $2,000,511.

    13F-HR 0002058771-26-000002 filed by Copia Wealth Management
    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 17,137 shares
    Change vs previous 13F +1,488 shares

    1.35% of the 13F portfolio, value $1,888,326.

    13F-HR 0002058771-26-000001 filed by Copia Wealth Management
    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 15,649 shares
    Change vs previous 13F +1,762 shares

    1.3% of the 13F portfolio, value $1,744,394.

    13F-HR 0002058771-25-000005 filed by Copia Wealth Management
    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 13,887 shares
    Change vs previous 13F -3,591 shares

    1.28% of the 13F portfolio, value $1,522,154.

    13F-HR 0002058771-25-000004 filed by Copia Wealth Management
    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 17,478 shares
    Change vs previous 13F +669 shares

    1.76% of the 13F portfolio, value $1,899,684.

    13F-HR 0002058771-25-000003 filed by Copia Wealth Management
    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 16,809 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $1,795,874.

    13F-HR 0002058771-25-000001 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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