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FormulaFolio Investments, LLC: LQD position timeline

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

FormulaFolio Investments, LLC held 1,672 LQD shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 1,672 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $225,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 1,675 shares
    Change vs previous 13F -344,587 shares

    0.07% of the 13F portfolio, value $219,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    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 346,262 shares
    Change vs previous 13F +177,089 shares

    1% of the 13F portfolio, value $47,829,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    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 169,173 shares
    Change vs previous 13F -71,644 shares

    0.88% of the 13F portfolio, value $22,789,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    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 240,817 shares
    Change vs previous 13F -25,222 shares

    1.32% of the 13F portfolio, value $32,390,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    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 266,039 shares
    Change vs previous 13F -504,644 shares

    1.76% of the 13F portfolio, value $32,858,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    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 770,683 shares
    Change vs previous 13F -27,589 shares

    3.51% of the 13F portfolio, value $98,617,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 798,272 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $101,764,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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