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REILLY FINANCIAL ADVISORS, LLC: LQD position timeline

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

REILLY FINANCIAL ADVISORS, LLC held 95,751 LQD shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 95,751 shares
    Change vs previous 13F +25,896 shares

    0.94% of the 13F portfolio, value $12,689,000.

    13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL 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 ended2021-09-30
    13F 69,855 shares
    Change vs previous 13F +593 shares

    0.79% of the 13F portfolio, value $9,293,000.

    13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL 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 ended2021-06-30
    13F 69,262 shares
    Change vs previous 13F +36,215 shares

    0.75% of the 13F portfolio, value $9,306,000.

    13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL 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 ended2021-03-31
    13F 33,047 shares
    Change vs previous 13F +3,798 shares

    0.38% of the 13F portfolio, value $4,298,000.

    13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL 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 ended2020-12-31
    13F 29,249 shares
    Change vs previous 13F +7,614 shares

    0.38% of the 13F portfolio, value $4,040,000.

    13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL 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 ended2020-09-30
    13F 21,635 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,914,000.

    13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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