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Disclosery

IMS Capital Management: LQD position timeline

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

IMS Capital Management held 2,735 LQD shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,735 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $304,870.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,735 shares
    Change vs previous 13F -1,000 shares

    0.14% of the 13F portfolio, value $299,783.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,735 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $405,957.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,735 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $399,047.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,735 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $421,980.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 3,735 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $417,349.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 3,735 shares
    Change vs previous 13F -65 shares

    0.19% of the 13F portfolio, value $406,816.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 3,800 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $420,508.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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