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Disclosery

NewEdge Wealth, LLC: LQD position timeline

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

NewEdge Wealth, LLC held 58,559 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,559 shares
    Change vs previous 13F +7,614 shares

    0.06% of the 13F portfolio, value $6,387,018.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 50,945 shares
    Change vs previous 13F -50 shares

    0.07% of the 13F portfolio, value $5,552,484.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 50,995 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $5,619,127.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 50,995 shares
    Change vs previous 13F -98 shares

    0.08% of the 13F portfolio, value $5,627,286.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 51,093 shares
    Change vs previous 13F -1,658 shares

    0.09% of the 13F portfolio, value $5,607,956.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 52,751 shares
    Change vs previous 13F +14,616 shares

    0.1% of the 13F portfolio, value $5,733,506.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 38,135 shares
    Change vs previous 13F -46 shares

    0.07% of the 13F portfolio, value $4,074,343.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 38,181 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,313,655.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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