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Disclosery

LPWM LLC: LQD position timeline

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

LPWM LLC held 17,522 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,522 shares
    Change vs previous 13F +2,237 shares

    0.42% of the 13F portfolio, value $1,911,169.

    13F-HR 0001951757-26-001044 filed by LPWM 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 15,285 shares
    Change vs previous 13F -87,219 shares

    0.42% of the 13F portfolio, value $1,665,955.

    13F-HR 0001951757-26-000557 filed by LPWM 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 102,504 shares
    Change vs previous 13F +2,668 shares

    2.85% of the 13F portfolio, value $11,294,941.

    13F-HR 0001951757-26-000010 filed by LPWM 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 99,836 shares
    Change vs previous 13F +1,695 shares

    2.97% of the 13F portfolio, value $11,128,719.

    13F-HR 0001951757-25-001174 filed by LPWM 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 98,141 shares
    Change vs previous 13F -1,743 shares

    3.14% of the 13F portfolio, value $10,757,235.

    13F-HR 0001951757-25-000587 filed by LPWM 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 99,884 shares
    Change vs previous 13F +2,403 shares

    3.5% of the 13F portfolio, value $10,856,392.

    13F-HR 0001951757-25-000345 filed by LPWM 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 97,481 shares
    Change vs previous 13F +85,511 shares

    3.35% of the 13F portfolio, value $10,414,870.

    13F-HR 0001951757-25-000018 filed by LPWM 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 11,970 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,342,196.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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