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Gladwyn Financial Advisors, Inc.: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gladwyn Financial Advisors, Inc. on LQD, newest first. How the timeline and the estimate are built.

Gladwyn Financial Advisors, Inc. held 24,659 LQD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,659 shares
    Change vs previous 13F +771 shares

    1.61% of the 13F portfolio, value $2,519,671.

    13F-HR 0002078684-26-000004 filed by Gladwyn Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,888 shares
    Change vs previous 13F +1,526 shares

    1.63% of the 13F portfolio, value $2,605,406.

    13F-HR 0002078684-26-000003 filed by Gladwyn Financial Advisors, Inc.
    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 22,362 shares
    Change vs previous 13F +569 shares

    1.7% of the 13F portfolio, value $2,437,322.

    13F-HR 0002078684-26-000002 filed by Gladwyn Financial Advisors, Inc.
    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 21,793 shares
    Change vs previous 13F +686 shares

    1.69% of the 13F portfolio, value $2,401,341.

    13F-HR 0002078684-26-000001 filed by Gladwyn Financial Advisors, Inc.
    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 21,107 shares
    Change vs previous 13F +941 shares

    1.69% of the 13F portfolio, value $2,352,838.

    13F-HR 0002078684-25-000003 filed by Gladwyn Financial Advisors, Inc.
    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 20,166 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $2,210,408.

    13F-HR 0002078684-25-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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