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Rockingstone Advisors LLC: LQD position timeline

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

Rockingstone Advisors LLC held 6,636 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,636 shares
    Change vs previous 13F -15 shares

    0.29% of the 13F portfolio, value $723,789.

    13F-HR 0002027176-26-000003 filed by Rockingstone 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 ended2026-03-31
    13F 6,651 shares
    Change vs previous 13F +135 shares

    0.33% of the 13F portfolio, value $724,892.

    13F-HR 0002027176-26-000002 filed by Rockingstone 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 ended2025-12-31
    13F 6,516 shares
    Change vs previous 13F +293 shares

    0.33% of the 13F portfolio, value $717,998.

    13F-HR 0002027176-26-000001 filed by Rockingstone 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 ended2025-09-30
    13F 6,223 shares
    Change vs previous 13F -152 shares

    0.34% of the 13F portfolio, value $693,678.

    13F-HR 0002027176-25-000007 filed by Rockingstone 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 ended2025-06-30
    13F 6,375 shares
    Change vs previous 13F -1,008 shares

    0.37% of the 13F portfolio, value $698,764.

    13F-HR 0002027176-25-000004 filed by Rockingstone 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 ended2025-03-31
    13F 7,383 shares
    Change vs previous 13F +170 shares

    0.36% of the 13F portfolio, value $802,458.

    13F-HR 0002027176-25-000003 filed by Rockingstone Advisors 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 7,213 shares
    Change vs previous 13F +1,711 shares

    0.34% of the 13F portfolio, value $770,637.

    13F-HR 0002027176-25-000001 filed by Rockingstone Advisors 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 5,502 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $621,616.

    13F-HR 0002027176-24-000009 filed by Rockingstone Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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