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Iron Horse Wealth Management, LLC: LQD position timeline

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

Iron Horse Wealth Management, LLC held 133,464 LQD shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 133,464 shares
    Change vs previous 13F +692 shares

    4.32% of the 13F portfolio, value $14,629,035.

    13F-HR 0001836270-25-000003 filed by Iron Horse Wealth 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 ended2025-03-31
    13F 132,772 shares
    Change vs previous 13F -70,074 shares

    4.63% of the 13F portfolio, value $14,430,957.

    13F-HR 0001836270-25-000002 filed by Iron Horse Wealth 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 ended2024-12-31
    13F 202,846 shares
    Change vs previous 13F +8,550 shares

    7.27% of the 13F portfolio, value $21,672,040.

    13F-HR 0001836270-25-000001 filed by Iron Horse Wealth 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 ended2024-09-30
    13F 194,296 shares
    Change vs previous 13F +6,924 shares

    7.5% of the 13F portfolio, value $21,951,505.

    13F-HR 0001836270-24-000005 filed by Iron Horse Wealth 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 ended2024-06-30
    13F 187,372 shares
    Change vs previous 13F +6,372 shares

    7.67% of the 13F portfolio, value $20,071,238.

    13F-HR 0001836270-24-000003 filed by Iron Horse Wealth 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 ended2024-03-31
    13F 181,000 shares
    Change vs previous 13F +16,055 shares

    7.79% of the 13F portfolio, value $19,714,505.

    13F-HR 0001836270-24-000002 filed by Iron Horse Wealth 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 ended2023-12-31
    13F 164,945 shares
    Change vs previous 13F +5,404 shares

    7.98% of the 13F portfolio, value $18,252,799.

    13F-HR 0001836270-24-000001 filed by Iron Horse Wealth 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 ended2023-09-30
    13F 159,541 shares
    Change vs previous 13F not available

    7.99% of the 13F portfolio, value $16,276,421.

    13F-HR 0001836270-23-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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