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Net Worth Advisory Group: LQD position timeline

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

Net Worth Advisory Group held 7,668 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,668 shares
    Change vs previous 13F -97,910 shares

    0.21% of the 13F portfolio, value $836,315.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 105,578 shares
    Change vs previous 13F +1,451 shares

    2.39% of the 13F portfolio, value $11,506,991.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 104,127 shares
    Change vs previous 13F +16,537 shares

    2.32% of the 13F portfolio, value $11,473,729.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 87,590 shares
    Change vs previous 13F -16,261 shares

    2.82% of the 13F portfolio, value $9,763,616.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 103,851 shares
    Change vs previous 13F +12,229 shares

    2.52% of the 13F portfolio, value $11,383,097.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 91,622 shares
    Change vs previous 13F +453 shares

    3.13% of the 13F portfolio, value $9,958,433.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 91,169 shares
    Change vs previous 13F -949 shares

    2.96% of the 13F portfolio, value $9,740,497.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 92,118 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $10,407,506.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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