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RITHOLTZ WEALTH MANAGEMENT: LQD position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 375,824 LQD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 375,824 shares
    Change vs previous 13F +19,443 shares

    0.61% of the 13F portfolio, value $40,991,121.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 356,381 shares
    Change vs previous 13F +13,308 shares

    0.67% of the 13F portfolio, value $38,841,938.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 343,073 shares
    Change vs previous 13F +14,827 shares

    0.69% of the 13F portfolio, value $37,803,186.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 328,246 shares
    Change vs previous 13F +37,608 shares

    0.71% of the 13F portfolio, value $36,589,541.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 290,638 shares
    Change vs previous 13F +24,111 shares

    0.7% of the 13F portfolio, value $31,856,847.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 266,527 shares
    Change vs previous 13F +11,508 shares

    0.87% of the 13F portfolio, value $28,968,817.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 255,019 shares
    Change vs previous 13F +5,476 shares

    0.8% of the 13F portfolio, value $27,246,241.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 249,543 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $28,193,362.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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