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Disclosery

Marble Wealth, LLC: LQD position timeline

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

Marble Wealth, LLC held 10,711 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,711 shares
    Change vs previous 13F -1,579 shares

    0.18% of the 13F portfolio, value $1,168,283.

    13F-HR 0001951757-26-001167 filed by Marble 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 12,290 shares
    Change vs previous 13F -127 shares

    0.23% of the 13F portfolio, value $1,339,487.

    13F-HR 0001951757-26-000869 filed by Marble 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 12,417 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,368,274.

    13F-HR 0001951757-26-000415 filed by Marble Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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