Skip to content

David J Yvars Group: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of David J Yvars Group on LQD, newest first. How the timeline and the estimate are built.

David J Yvars Group held 58,688 LQD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 58,688 shares
    Change vs previous 13F -2,478 shares

    2.76% of the 13F portfolio, value $5,996,758.

    13F-HR 0001085146-26-000859 filed by David J Yvars Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,166 shares
    Change vs previous 13F -614 shares

    3.28% of the 13F portfolio, value $6,671,421.

    13F-HR 0001836266-26-000003 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 61,780 shares
    Change vs previous 13F +2,138 shares

    3.76% of the 13F portfolio, value $6,733,294.

    13F-HR 0001836266-26-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 59,642 shares
    Change vs previous 13F +6,120 shares

    3.51% of the 13F portfolio, value $6,572,002.

    13F-HR 0001836266-26-000001 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 53,522 shares
    Change vs previous 13F +3,795 shares

    3.2% of the 13F portfolio, value $5,966,083.

    13F-HR 0001836266-25-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 49,727 shares
    Change vs previous 13F +40,741 shares

    3.19% of the 13F portfolio, value $5,450,441.

    13F-HR 0001085146-25-003610 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,986 shares
    Change vs previous 13F +782 shares

    0.77% of the 13F portfolio, value $976,607.

    13F-HR 0001085146-25-002132 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,204 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $876,556.

    13F-HR 0001085146-25-000162 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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