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Mutual Advisors, LLC: LQD position timeline

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

Mutual Advisors, LLC held 50,671 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,671 shares
    Change vs previous 13F -10,076 shares

    0.1% of the 13F portfolio, value $5,526,692.

    13F-HR 0001986152-26-000154 filed by Mutual 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 60,747 shares
    Change vs previous 13F -1,026 shares

    0.14% of the 13F portfolio, value $6,620,812.

    13F-HR 0001986152-26-000054 filed by Mutual 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 61,773 shares
    Change vs previous 13F -7,908 shares

    0.15% of the 13F portfolio, value $6,806,714.

    13F-HR 0001986152-26-000005 filed by Mutual 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 69,681 shares
    Change vs previous 13F +1,771 shares

    0.17% of the 13F portfolio, value $7,841,241.

    13F-HR 0001986152-25-000100 filed by Mutual 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 67,910 shares
    Change vs previous 13F -1,884 shares

    0.18% of the 13F portfolio, value $7,401,460.

    13F-HR 0001986152-25-000050 filed by Mutual 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 69,794 shares
    Change vs previous 13F -5,531 shares

    0.22% of the 13F portfolio, value $7,537,056.

    13F-HR 0001986152-25-000037 filed by Mutual 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 75,325 shares
    Change vs previous 13F +5,308 shares

    0.23% of the 13F portfolio, value $8,036,373.

    13F-HR 0001986152-25-000002 filed by Mutual 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 70,017 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,671,783.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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