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COREPATH WEALTH PARTNERS LLC: LQD position timeline

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

COREPATH WEALTH PARTNERS LLC held 42,958 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,958 shares
    Change vs previous 13F +1,291 shares

    2.88% of the 13F portfolio, value $4,625,248.

    13F-HR 0001951757-26-000975 filed by COREPATH WEALTH PARTNERS 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 41,667 shares
    Change vs previous 13F +1,115 shares

    3.08% of the 13F portfolio, value $4,562,151.

    13F-HR 0001951757-26-000581 filed by COREPATH WEALTH PARTNERS 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 40,552 shares
    Change vs previous 13F +6,472 shares

    3% of the 13F portfolio, value $4,481,374.

    13F-HR 0001951757-26-000152 filed by COREPATH WEALTH PARTNERS 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 34,080 shares
    Change vs previous 13F +3,548 shares

    2.75% of the 13F portfolio, value $3,789,363.

    13F-HR 0001951757-25-001372 filed by COREPATH WEALTH PARTNERS 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 30,532 shares
    Change vs previous 13F +1,585 shares

    2.81% of the 13F portfolio, value $3,329,867.

    13F-HR 0001951757-25-000577 filed by COREPATH WEALTH PARTNERS 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 28,947 shares
    Change vs previous 13F +2,721 shares

    2.92% of the 13F portfolio, value $3,064,349.

    13F-HR 0001951757-25-000444 filed by COREPATH WEALTH PARTNERS 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 26,226 shares
    Change vs previous 13F +772 shares

    2.69% of the 13F portfolio, value $2,759,460.

    13F-HR 0001951757-25-000060 filed by COREPATH WEALTH PARTNERS LLC
    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 25,454 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $2,820,764.

    13F-HR 0001951757-24-001030 filed by COREPATH WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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