L.M. KOHN & COMPANY: LQD position timeline

L.M. KOHN & COMPANY held 0 LQD shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -3,974 shares

   13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-03-31

   13F 3,974 shares

   Change vs previous 13F -82 shares

   0.11% of the 13F portfolio, value $431,983.

   13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 4,056 shares

   Change vs previous 13F -1,997 shares

   0.11% of the 13F portfolio, value $433,327.

   13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 6,053 shares

   Change vs previous 13F +2,368 shares

   0.17% of the 13F portfolio, value $683,903.

   13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 3,685 shares

   Change vs previous 13F +184 shares

   0.11% of the 13F portfolio, value $394,719.

   13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 3,501 shares

   Change vs previous 13F +1,203 shares

   0.11% of the 13F portfolio, value $381,363.

   13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
   Filed 2024-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 2,298 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $254,297.

   13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
   Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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