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Rochester Wealth Strategies, LLC: LQD position timeline

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

Rochester Wealth Strategies, LLC held 51,060 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,060 shares
    Change vs previous 13F -5,081 shares

    3.08% of the 13F portfolio, value $5,569,083.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 56,141 shares
    Change vs previous 13F +5,935 shares

    3.71% of the 13F portfolio, value $6,118,799.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 50,206 shares
    Change vs previous 13F +3,307 shares

    3.47% of the 13F portfolio, value $5,532,165.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 46,899 shares
    Change vs previous 13F +7,369 shares

    3.42% of the 13F portfolio, value $5,227,778.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 39,530 shares
    Change vs previous 13F -8,569 shares

    3.11% of the 13F portfolio, value $4,332,855.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 48,099 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $5,227,838.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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