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EXCELSIA, INC.: LQD position timeline

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

EXCELSIA, INC. held 85,972 LQD shares at 2015-06-30 per its 13F-HR filed 2015-07-29.

the latest 13F is the newest step

  1. period ended2015-06-30
    13F 85,972 shares
    Change vs previous 13F +22,093 shares

    20.95% of the 13F portfolio, value $9,949,000.

    13F-HR 0001372365-15-000006 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-03-31
    13F 63,879 shares
    Change vs previous 13F +56,871 shares

    14.97% of the 13F portfolio, value $7,775,000.

    13F-HR 0001372365-15-000005 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-12-31
    13F 7,008 shares
    Change vs previous 13F +946 shares

    1.95% of the 13F portfolio, value $837,000.

    13F-HR 0001372365-15-000001 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-09-30
    13F 6,062 shares
    Change vs previous 13F +1,342 shares

    1.19% of the 13F portfolio, value $717,000.

    13F-HR 0001372365-14-000005 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-06-30
    13F 4,720 shares
    Change vs previous 13F +210 shares

    0.72% of the 13F portfolio, value $563,000.

    13F-HR 0001372365-14-000003 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-03-31
    13F 4,510 shares
    Change vs previous 13F -9,880 shares

    0.73% of the 13F portfolio, value $527,000.

    13F-HR 0001372365-14-000002 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2013-12-31
    13F 14,390 shares
    Change vs previous 13F -25,170 shares

    2.27% of the 13F portfolio, value $1,643,000.

    13F-HR 0001372365-14-000001 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2013-09-30
    13F 39,560 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $4,491,000.

    13F-HR 0001372365-13-000004 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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