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Disclosery

HCR Wealth Advisors: LQD position timeline

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

HCR Wealth Advisors held 3,257 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,257 shares
    Change vs previous 13F -135 shares

    0.03% of the 13F portfolio, value $355,240.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 3,392 shares
    Change vs previous 13F -420 shares

    0.04% of the 13F portfolio, value $369,694.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 3,812 shares
    Change vs previous 13F -227 shares

    0.04% of the 13F portfolio, value $420,044.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 4,039 shares
    Change vs previous 13F -315 shares

    0.05% of the 13F portfolio, value $451,115.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 4,354 shares
    Change vs previous 13F -570 shares

    0.06% of the 13F portfolio, value $477,241.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 4,924 shares
    Change vs previous 13F -114 shares

    0.07% of the 13F portfolio, value $535,189.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 5,038 shares
    Change vs previous 13F -148 shares

    0.07% of the 13F portfolio, value $538,259.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 5,186 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $585,914.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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