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Disclosery

Phil A. Younker & Associates, Ltd.: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phil A. Younker & Associates, Ltd. on LQD, newest first. How the timeline and the estimate are built.

Phil A. Younker & Associates, Ltd. held 30,015 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,015 shares
    Change vs previous 13F 0 shares

    2.21% of the 13F portfolio, value $3,273,736.

    13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
    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 30,015 shares
    Change vs previous 13F +21,042 shares

    2.18% of the 13F portfolio, value $3,271,335.

    13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
    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 8,973 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $988,735.

    13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
    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 8,973 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,000,220.

    13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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