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GeoWealth Management, LLC: LQD position timeline

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

GeoWealth Management, LLC held 11,747 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,747 shares
    Change vs previous 13F -2,279 shares

    0.04% of the 13F portfolio, value $1,281,205.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 14,026 shares
    Change vs previous 13F +3,872 shares

    0.06% of the 13F portfolio, value $1,528,701.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 ended2025-12-31
    13F 10,154 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $1,118,944.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 ended2025-09-30
    13F 10,089 shares
    Change vs previous 13F +1,520 shares

    0.04% of the 13F portfolio, value $1,124,666.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 ended2025-06-30
    13F 8,569 shares
    Change vs previous 13F +119 shares

    0.04% of the 13F portfolio, value $939,291.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 ended2025-03-31
    13F 8,450 shares
    Change vs previous 13F -1,109 shares

    0.04% of the 13F portfolio, value $918,420.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 ended2024-12-31
    13F 9,559 shares
    Change vs previous 13F -479 shares

    0.03% of the 13F portfolio, value $1,021,222.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 ended2024-09-30
    13F 10,038 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,134,120.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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