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Disclosery

Roberts Financial Services LLC: LQD position timeline

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

Roberts Financial Services LLC held 35,754 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,754 shares
    Change vs previous 13F +39 shares

    1.14% of the 13F portfolio, value $3,899,732.

    13F-HR 0001951757-26-001124 filed by Roberts Financial 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 35,715 shares
    Change vs previous 13F +6,357 shares

    1.24% of the 13F portfolio, value $3,892,552.

    13F-HR 0001951757-26-000617 filed by Roberts Financial 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 29,358 shares
    Change vs previous 13F +352 shares

    1.02% of the 13F portfolio, value $3,235,012.

    13F-HR 0001951757-26-000284 filed by Roberts Financial 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 29,006 shares
    Change vs previous 13F -154 shares

    1.04% of the 13F portfolio, value $3,233,322.

    13F-HR 0001951757-25-001217 filed by Roberts Financial 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 29,160 shares
    Change vs previous 13F -8,556 shares

    1.1% of the 13F portfolio, value $3,196,263.

    13F-HR 0001951757-25-001054 filed by Roberts Financial 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 37,716 shares
    Change vs previous 13F -567 shares

    0.8% of the 13F portfolio, value $4,099,380.

    13F-HR 0001951757-25-000391 filed by Roberts Financial 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 38,283 shares
    Change vs previous 13F -684 shares

    0.77% of the 13F portfolio, value $4,090,175.

    13F-HR 0001951757-25-000063 filed by Roberts Financial Services 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 38,967 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,402,489.

    13F-HR 0001951757-24-001060 filed by Roberts Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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