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Lighthouse Financial LLC: LQD position timeline

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

Lighthouse Financial LLC held 140,443 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,443 shares
    Change vs previous 13F -14,304 shares

    7.95% of the 13F portfolio, value $15,318,116.

    13F-HR 0002057556-26-000003 filed by Lighthouse Financial 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 154,747 shares
    Change vs previous 13F +68,615 shares

    10.18% of the 13F portfolio, value $16,865,850.

    13F-HR 0002057556-26-000002 filed by Lighthouse Financial 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 86,132 shares
    Change vs previous 13F +32,748 shares

    6.2% of the 13F portfolio, value $9,490,938.

    13F-HR 0002057556-26-000001 filed by Lighthouse Financial 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 53,384 shares
    Change vs previous 13F +35,101 shares

    3.93% of the 13F portfolio, value $5,950,688.

    13F-HR 0002057556-25-000004 filed by Lighthouse Financial 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 18,283 shares
    Change vs previous 13F +14,983 shares

    1.53% of the 13F portfolio, value $2,004,000.

    13F-HR 0002052321-25-000005 filed by Lighthouse Financial 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 3,300 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $358,677.

    13F-HR 0002057556-25-000002 filed by Lighthouse Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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