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Cresta Advisors, Ltd.: LQD position timeline

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

Cresta Advisors, Ltd. held 98,021 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,021 shares
    Change vs previous 13F -25,966 shares

    3.84% of the 13F portfolio, value $10,691,189.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 123,987 shares
    Change vs previous 13F +2,595 shares

    5.53% of the 13F portfolio, value $13,513,382.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 121,392 shares
    Change vs previous 13F +2,832 shares

    5.61% of the 13F portfolio, value $13,376,223.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 118,560 shares
    Change vs previous 13F +6,385 shares

    5.9% of the 13F portfolio, value $13,215,895.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 112,175 shares
    Change vs previous 13F -10,373 shares

    5.99% of the 13F portfolio, value $12,295,513.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 122,548 shares
    Change vs previous 13F -9,663 shares

    6.9% of the 13F portfolio, value $13,319,753.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 132,211 shares
    Change vs previous 13F 0 shares

    7.81% of the 13F portfolio, value $14,937,210.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 132,211 shares
    Change vs previous 13F not available

    7.81% of the 13F portfolio, value $14,937,210.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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