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HMS Capital Management, LLC: LQD position timeline

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

HMS Capital Management, LLC held 152,632 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,632 shares
    Change vs previous 13F +1,240 shares

    6.23% of the 13F portfolio, value $16,647,551.

    13F-HR 0001689470-26-000003 filed by HMS Capital 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 151,392 shares
    Change vs previous 13F +9,236 shares

    6.38% of the 13F portfolio, value $16,500,185.

    13F-HR 0001689470-26-000002 filed by HMS Capital 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 142,156 shares
    Change vs previous 13F +5,049 shares

    6.48% of the 13F portfolio, value $15,664,200.

    13F-HR 0001689470-26-000001 filed by HMS Capital 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 137,107 shares
    Change vs previous 13F +6,075 shares

    6.43% of the 13F portfolio, value $15,283,279.

    13F-HR 0001689470-25-000003 filed by HMS Capital 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 131,032 shares
    Change vs previous 13F -2,125 shares

    6.47% of the 13F portfolio, value $14,362,458.

    13F-HR 0001667731-25-000744 filed by HMS Capital 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 133,157 shares
    Change vs previous 13F +24,895 shares

    7.88% of the 13F portfolio, value $14,202,525.

    13F-HR 0001667731-25-000636 filed by HMS Capital 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 108,262 shares
    Change vs previous 13F +7,765 shares

    5.59% of the 13F portfolio, value $11,566,761.

    13F-HR 0001667731-25-000168 filed by HMS Capital 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 100,497 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $11,354,117.

    13F-HR 0001689470-24-000004 filed by HMS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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