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Global Trust Wealth Management LLC: LQD position timeline

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

Global Trust Wealth Management LLC held 63,975 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,975 shares
    Change vs previous 13F +19,356 shares

    4.81% of the 13F portfolio, value $6,977,734.

    13F-HR 0002085853-26-000756 filed by Global Trust Wealth 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 44,619 shares
    Change vs previous 13F +4,104 shares

    3.68% of the 13F portfolio, value $4,863,025.

    13F-HR 0002085853-26-000371 filed by Global Trust Wealth 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 40,515 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $4,464,394.

    13F-HR 0002085853-26-000114 filed by Global Trust Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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