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Disclosery

FMA ADVISORY INC: LQD position timeline

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

FMA ADVISORY INC held 0 LQD shares at 2021-06-30 per its 13F-HR filed 2021-08-13.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 0 shares
    Change vs previous 13F -29,660 shares

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-03-31
    13F 29,660 shares
    Change vs previous 13F -427 shares

    1.19% of the 13F portfolio, value $3,857,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 30,087 shares
    Change vs previous 13F +1,078 shares

    1.39% of the 13F portfolio, value $4,156,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 29,009 shares
    Change vs previous 13F +1,071 shares

    1.56% of the 13F portfolio, value $3,908,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 27,938 shares
    Change vs previous 13F +84 shares

    1.69% of the 13F portfolio, value $3,758,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 27,854 shares
    Change vs previous 13F +47 shares

    1.87% of the 13F portfolio, value $3,440,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 27,807 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,558,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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