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Petrus Trust Company, LTA: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Petrus Trust Company, LTA on LQD, newest first. How the timeline and the estimate are built.

Petrus Trust Company, LTA held 211,209 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 211,209 shares
    Change vs previous 13F +9,180 shares

    2.17% of the 13F portfolio, value $23,036,566.

    13F-HR 0001193125-26-351101 filed by Petrus Trust Company, LTA
    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 202,029 shares
    Change vs previous 13F 0 shares

    2.41% of the 13F portfolio, value $22,019,141.

    13F-HR 0001193125-26-225732 filed by Petrus Trust Company, LTA
    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 202,029 shares
    Change vs previous 13F 0 shares

    2.25% of the 13F portfolio, value $22,261,576.

    13F-HR 0001193125-26-053574 filed by Petrus Trust Company, LTA
    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 202,029 shares
    Change vs previous 13F +14,655 shares

    2.47% of the 13F portfolio, value $22,520,173.

    13F-HR 0001193125-25-282102 filed by Petrus Trust Company, LTA
    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 187,374 shares
    Change vs previous 13F -65,000 shares

    2.13% of the 13F portfolio, value $20,538,064.

    13F-HR 0000950123-25-008150 filed by Petrus Trust Company, LTA
    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 252,374 shares
    Change vs previous 13F 0 shares

    2.56% of the 13F portfolio, value $27,430,530.

    13F-HR 0000950123-25-005574 filed by Petrus Trust Company, LTA
    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 252,374 shares
    Change vs previous 13F 0 shares

    2.61% of the 13F portfolio, value $26,963,638.

    13F-HR 0000950123-25-002451 filed by Petrus Trust Company, LTA
    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 252,374 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $28,513,215.

    13F-HR 0000950123-24-011602 filed by Petrus Trust Company, LTA
    Filed (acceptance time not in the bulk data set), ingested

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