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Note Advisors, LLC: LQD position timeline

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

Note Advisors, LLC held 38,208 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 38,208 shares
    Change vs previous 13F +3,221 shares

    1.81% of the 13F portfolio, value $4,167,312.

    13F-HR 0002056243-26-000003 filed by Note 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 34,987 shares
    Change vs previous 13F +1,534 shares

    1.91% of the 13F portfolio, value $3,813,198.

    13F-HR 0002056243-26-000002 filed by Note 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 33,453 shares
    Change vs previous 13F +4,278 shares

    1.9% of the 13F portfolio, value $3,698,528.

    13F-HR 0002056243-26-000001 filed by Note 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 29,175 shares
    Change vs previous 13F +3,580 shares

    1.93% of the 13F portfolio, value $3,252,102.

    13F-HR 0002056243-25-000006 filed by Note 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 25,595 shares
    Change vs previous 13F +901 shares

    1.94% of the 13F portfolio, value $2,805,433.

    13F-HR 0002056243-25-000003 filed by Note 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 24,694 shares
    Change vs previous 13F +1,124 shares

    2.22% of the 13F portfolio, value $2,683,956.

    13F-HR 0002056243-25-000002 filed by Note 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 23,570 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,518,185.

    13F-HR 0002056243-25-000001 filed by Note Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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