Skip to content
Disclosery

FORTE ASSET MANAGEMENT LLC: LQD position timeline

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

FORTE ASSET MANAGEMENT LLC held 2,785 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 2,785 shares
    Change vs previous 13F -1,872 shares

    0.11% of the 13F portfolio, value $284,571.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,657 shares
    Change vs previous 13F +284 shares

    0.21% of the 13F portfolio, value $507,939.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT 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 4,373 shares
    Change vs previous 13F -287 shares

    0.21% of the 13F portfolio, value $476,613.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT 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 4,660 shares
    Change vs previous 13F +558 shares

    0.23% of the 13F portfolio, value $513,485.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT 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 4,102 shares
    Change vs previous 13F +88 shares

    0.22% of the 13F portfolio, value $457,250.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT 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 4,014 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $439,975.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT 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 4,014 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $436,282.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT 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 4,014 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $428,856.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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