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Pines Wealth Management, LLC: LQD position timeline

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

Pines Wealth Management, LLC held 48,669 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,669 shares
    Change vs previous 13F +1,317 shares

    1.53% of the 13F portfolio, value $5,308,328.

    13F-HR 0001951757-26-001023 filed by Pines Wealth Management, 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 47,352 shares
    Change vs previous 13F -1,214 shares

    1.67% of the 13F portfolio, value $5,160,895.

    13F-HR 0001951757-26-000527 filed by Pines Wealth Management, 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 48,566 shares
    Change vs previous 13F +2,280 shares

    1.73% of the 13F portfolio, value $5,351,488.

    13F-HR 0001951757-26-000342 filed by Pines Wealth Management, 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 46,286 shares
    Change vs previous 13F +1,892 shares

    1.74% of the 13F portfolio, value $5,159,501.

    13F-HR 0001951757-25-001248 filed by Pines Wealth Management, 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 44,394 shares
    Change vs previous 13F +784 shares

    1.71% of the 13F portfolio, value $4,841,610.

    13F-HR 0001951757-25-000603 filed by Pines Wealth Management, 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 43,610 shares
    Change vs previous 13F +3,711 shares

    2.12% of the 13F portfolio, value $4,592,570.

    13F-HR 0001951757-25-000336 filed by Pines Wealth Management, 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 39,899 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $4,205,355.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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