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CV Advisors LLC: LQD position timeline

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

CV Advisors LLC held 22,712 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,712 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $2,477,206.

    13F-HR 0002085853-26-000784 filed by CV Advisors 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 22,712 shares
    Change vs previous 13F +1,262 shares

    0.68% of the 13F portfolio, value $2,475,502.

    13F-HR 0002085853-26-000544 filed by CV Advisors 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 21,450 shares
    Change vs previous 13F -4,950 shares

    0.6% of the 13F portfolio, value $2,363,584.

    13F-HR 0002085853-26-000052 filed by CV Advisors 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 26,400 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $2,942,816.

    13F-HR 0002085853-25-000124 filed by CV Advisors 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 26,400 shares
    Change vs previous 13F -1,775 shares

    0.89% of the 13F portfolio, value $2,893,712.

    13F-HR 0001667731-25-000964 filed by CV Advisors 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 28,175 shares
    Change vs previous 13F -365 shares

    1.08% of the 13F portfolio, value $3,062,349.

    13F-HR 0001667731-25-000474 filed by CV Advisors 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 28,540 shares
    Change vs previous 13F +19,450 shares

    1.06% of the 13F portfolio, value $3,049,221.

    13F-HR 0001667731-25-000230 filed by CV Advisors 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 9,090 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,026,996.

    13F-HR 0001872254-24-000004 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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