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MTC Wealth Management LLC: LQD position timeline

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

MTC Wealth Management LLC held 121,283 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,283 shares
    Change vs previous 13F -429 shares

    5.93% of the 13F portfolio, value $13,228,284.

    13F-HR 0001821455-26-000006 filed by MTC Wealth Management 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 121,712 shares
    Change vs previous 13F +9,178 shares

    6.3% of the 13F portfolio, value $13,265,372.

    13F-HR 0001821455-26-000004 filed by MTC Wealth Management 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 112,534 shares
    Change vs previous 13F -995 shares

    5.82% of the 13F portfolio, value $12,400,154.

    13F-HR 0001821455-26-000002 filed by MTC Wealth Management 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 113,529 shares
    Change vs previous 13F -960 shares

    5.89% of the 13F portfolio, value $12,655,079.

    13F-HR 0001821455-25-000005 filed by MTC Wealth Management 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 114,489 shares
    Change vs previous 13F -3,646 shares

    6.03% of the 13F portfolio, value $12,549,140.

    13F-HR 0001667731-25-001014 filed by MTC Wealth Management 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 118,135 shares
    Change vs previous 13F +30,006 shares

    6.31% of the 13F portfolio, value $12,840,072.

    13F-HR 0001667731-25-000584 filed by MTC Wealth Management 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 88,129 shares
    Change vs previous 13F -840 shares

    4.53% of the 13F portfolio, value $9,415,679.

    13F-HR 0001667731-25-000181 filed by MTC Wealth Management 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 88,969 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $10,051,753.

    13F-HR 0001667731-24-000680 filed by MTC Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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