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FIDUCIARY FINANCIAL GROUP, LLC: LQD position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 94,983 LQD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 94,983 shares
    Change vs previous 13F +4,648 shares

    1.13% of the 13F portfolio, value $9,705,363.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 90,335 shares
    Change vs previous 13F +3,424 shares

    1.12% of the 13F portfolio, value $9,852,835.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 86,911 shares
    Change vs previous 13F +10,796 shares

    1.26% of the 13F portfolio, value $9,472,440.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 76,115 shares
    Change vs previous 13F +2,102 shares

    1.18% of the 13F portfolio, value $8,387,112.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 74,013 shares
    Change vs previous 13F +3,210 shares

    1.3% of the 13F portfolio, value $8,250,229.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 70,803 shares
    Change vs previous 13F +4,856 shares

    1.4% of the 13F portfolio, value $7,741,600.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 65,947 shares
    Change vs previous 13F +9,492 shares

    1.51% of the 13F portfolio, value $6,940,922.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 56,455 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $5,950,357.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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