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INVICTUS PRIVATE WEALTH, LLC: LQD position timeline

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

INVICTUS PRIVATE WEALTH, LLC held 98,911 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,911 shares
    Change vs previous 13F +10,797 shares

    0.58% of the 13F portfolio, value $10,788,223.

    13F-HR 0001172661-26-002832 filed by INVICTUS PRIVATE 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 88,114 shares
    Change vs previous 13F -5,190 shares

    0.59% of the 13F portfolio, value $9,603,545.

    13F-HR 0001172661-26-001764 filed by INVICTUS PRIVATE 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 93,304 shares
    Change vs previous 13F +1,055 shares

    0.62% of the 13F portfolio, value $10,281,168.

    13F-HR 0001172661-26-000744 filed by INVICTUS PRIVATE WEALTH, 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 92,249 shares
    Change vs previous 13F +3,056 shares

    0.64% of the 13F portfolio, value $10,282,996.

    13F-HR 0001172661-25-004671 filed by INVICTUS PRIVATE WEALTH, 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 89,193 shares
    Change vs previous 13F +16,874 shares

    0.67% of the 13F portfolio, value $9,776,445.

    13F-HR 0001172661-25-002723 filed by INVICTUS PRIVATE WEALTH, 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 72,319 shares
    Change vs previous 13F -4,977 shares

    0.62% of the 13F portfolio, value $7,860,352.

    13F-HR 0001172661-25-001619 filed by INVICTUS PRIVATE WEALTH, 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 77,296 shares
    Change vs previous 13F -8,166 shares

    0.63% of the 13F portfolio, value $8,258,305.

    13F-HR 0001172661-25-001069 filed by INVICTUS PRIVATE WEALTH, 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 85,462 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $9,655,497.

    13F-HR 0001172661-24-004409 filed by INVICTUS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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