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Modus Advisors, LLC: LQD position timeline

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

Modus Advisors, LLC held 69,356 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,356 shares
    Change vs previous 13F +1,181 shares

    1.87% of the 13F portfolio, value $7,564,705.

    13F-HR 0001799284-26-000003 filed by Modus Advisors, 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 68,175 shares
    Change vs previous 13F +3,135 shares

    2.05% of the 13F portfolio, value $7,430,381.

    13F-HR 0001799284-26-000002 filed by Modus Advisors, 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 65,040 shares
    Change vs previous 13F +4,857 shares

    1.89% of the 13F portfolio, value $7,166,811.

    13F-HR 0001799284-26-000001 filed by Modus Advisors, 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 60,183 shares
    Change vs previous 13F +1,293 shares

    1.82% of the 13F portfolio, value $6,708,631.

    13F-HR 0001799284-25-000005 filed by Modus Advisors, 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 58,890 shares
    Change vs previous 13F +1,426 shares

    1.92% of the 13F portfolio, value $6,454,885.

    13F-HR 0001799284-25-000003 filed by Modus Advisors, 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 57,464 shares
    Change vs previous 13F -738 shares

    2.04% of the 13F portfolio, value $6,245,782.

    13F-HR 0001799284-25-000002 filed by Modus Advisors, 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 58,202 shares
    Change vs previous 13F +1,508 shares

    1.95% of the 13F portfolio, value $6,218,338.

    13F-HR 0001799284-25-000001 filed by Modus Advisors, 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 56,694 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $6,405,253.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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