Skip to content
Disclosery

Graetz Wealth LLC: LQD position timeline

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

Graetz Wealth LLC held 4,069 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,069 shares
    Change vs previous 13F +102 shares

    0.35% of the 13F portfolio, value $443,766.

    13F-HR 0002053877-26-000003 filed by Graetz Wealth 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 3,967 shares
    Change vs previous 13F +62 shares

    0.39% of the 13F portfolio, value $432,325.

    13F-HR 0002053877-26-000002 filed by Graetz Wealth 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 3,905 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $430,311.

    13F-HR 0002053877-26-000001 filed by Graetz Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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