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Mokosak Advisory Group, LLC: LQD position timeline

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

Mokosak Advisory Group, LLC held 33,009 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 33,009 shares
    Change vs previous 13F +139 shares

    0.78% of the 13F portfolio, value $3,600,553.

    13F-HR 0001713112-26-000003 filed by Mokosak Advisory Group, 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 32,870 shares
    Change vs previous 13F +1,079 shares

    0.9% of the 13F portfolio, value $3,582,641.

    13F-HR 0001713112-26-000002 filed by Mokosak Advisory Group, 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 31,791 shares
    Change vs previous 13F +2,071 shares

    0.88% of the 13F portfolio, value $3,503,123.

    13F-HR 0001713112-26-000001 filed by Mokosak Advisory Group, 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 29,720 shares
    Change vs previous 13F +332 shares

    0.87% of the 13F portfolio, value $3,312,824.

    13F-HR 0001713112-25-000004 filed by Mokosak Advisory Group, 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 29,388 shares
    Change vs previous 13F -1,254 shares

    0.91% of the 13F portfolio, value $3,221,276.

    13F-HR 0001085146-25-003955 filed by Mokosak Advisory Group, 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 30,642 shares
    Change vs previous 13F +1,574 shares

    1.03% of the 13F portfolio, value $3,330,649.

    13F-HR 0001085146-25-002248 filed by Mokosak Advisory Group, 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 29,068 shares
    Change vs previous 13F +892 shares

    0.93% of the 13F portfolio, value $3,105,627.

    13F-HR 0001085146-25-000485 filed by Mokosak Advisory Group, 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 28,176 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,182,811.

    13F-HR 0001085146-24-004954 filed by Mokosak Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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