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Investments & Financial Planning, LLC: LQD position timeline

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

Investments & Financial Planning, LLC held 3,410 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 3,410 shares
    Change vs previous 13F -30 shares

    0.18% of the 13F portfolio, value $371,877.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, 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 3,440 shares
    Change vs previous 13F -377 shares

    0.2% of the 13F portfolio, value $374,931.

    13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, 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 3,817 shares
    Change vs previous 13F -499 shares

    0.23% of the 13F portfolio, value $420,546.

    13F-HR 0001909307-26-000002 filed by Investments & Financial Planning, 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 4,316 shares
    Change vs previous 13F +41 shares

    0.26% of the 13F portfolio, value $481,150.

    13F-HR 0001909307-25-000013 filed by Investments & Financial Planning, 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 4,275 shares
    Change vs previous 13F -51 shares

    0.27% of the 13F portfolio, value $468,535.

    13F-HR 0001909307-25-000010 filed by Investments & Financial Planning, 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 4,326 shares
    Change vs previous 13F -39 shares

    0.31% of the 13F portfolio, value $470,181.

    13F-HR 0001909307-25-000005 filed by Investments & Financial Planning, 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 4,365 shares
    Change vs previous 13F -12 shares

    0.29% of the 13F portfolio, value $466,380.

    13F-HR 0001909307-25-000002 filed by Investments & Financial Planning, 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 4,377 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $494,558.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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