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Disclosery

RFG Advisory, LLC: LQD position timeline

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

RFG Advisory, LLC held 38,573 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,573 shares
    Change vs previous 13F -2,540 shares

    0.07% of the 13F portfolio, value $4,207,210.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 41,113 shares
    Change vs previous 13F +23,030 shares

    0.08% of the 13F portfolio, value $4,480,890.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 18,083 shares
    Change vs previous 13F -14,565 shares

    0.04% of the 13F portfolio, value $1,992,583.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 32,648 shares
    Change vs previous 13F +21,031 shares

    0.08% of the 13F portfolio, value $3,639,250.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 11,617 shares
    Change vs previous 13F -6,246 shares

    0.03% of the 13F portfolio, value $1,273,286.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 17,863 shares
    Change vs previous 13F -20,014 shares

    0.05% of the 13F portfolio, value $1,941,502.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 37,877 shares
    Change vs previous 13F -467 shares

    0.11% of the 13F portfolio, value $4,046,787.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
    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 38,344 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,332,069.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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