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Moser Wealth Advisors, LLC: LQD position timeline

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

Moser Wealth Advisors, LLC held 3,565 LQD shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,565 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $390,760.

    13F-HR 0001803081-25-000003 filed by Moser Wealth 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 ended2025-03-31
    13F 3,565 shares
    Change vs previous 13F +75 shares

    0.2% of the 13F portfolio, value $387,480.

    13F-HR 0001803081-25-000002 filed by Moser Wealth 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 ended2024-12-31
    13F 3,490 shares
    Change vs previous 13F -475 shares

    0.19% of the 13F portfolio, value $372,872.

    13F-HR 0001803081-25-000001 filed by Moser Wealth 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 ended2024-09-30
    13F 3,965 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $447,966.

    13F-HR 0001803081-24-000004 filed by Moser Wealth 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 ended2024-06-30
    13F 3,965 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $424,731.

    13F-HR 0001803081-24-000003 filed by Moser Wealth 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 ended2024-03-31
    13F 3,965 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $431,868.

    13F-HR 0001803081-24-000002 filed by Moser Wealth 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 ended2023-12-31
    13F 3,965 shares
    Change vs previous 13F -1,965 shares

    0.28% of the 13F portfolio, value $438,767.

    13F-HR 0001803081-24-000001 filed by Moser Wealth 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 ended2023-09-30
    13F 5,930 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $604,979.

    13F-HR 0001803081-23-000004 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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