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PKS Advisory Services, LLC: LQD position timeline

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

PKS Advisory Services, LLC held 33,147 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,147 shares
    Change vs previous 13F -2,199 shares

    0.58% of the 13F portfolio, value $3,615,647.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 35,346 shares
    Change vs previous 13F -941 shares

    0.9% of the 13F portfolio, value $3,853,757.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 36,287 shares
    Change vs previous 13F -536 shares

    0.91% of the 13F portfolio, value $3,998,410.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 36,823 shares
    Change vs previous 13F +977 shares

    0.86% of the 13F portfolio, value $4,104,692.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 35,846 shares
    Change vs previous 13F -3,334 shares

    1% of the 13F portfolio, value $3,929,061.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 39,180 shares
    Change vs previous 13F +24 shares

    1.16% of the 13F portfolio, value $4,252,862.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 39,156 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $4,183,446.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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