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RWA WEALTH PARTNERS, LLC: LQD position timeline

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

RWA WEALTH PARTNERS, LLC held 47,500 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,500 shares
    Change vs previous 13F +1,093 shares

    0.05% of the 13F portfolio, value $5,180,784.

    13F-HR 0001544576-26-000005 filed by RWA WEALTH PARTNERS, 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 46,407 shares
    Change vs previous 13F -2,833 shares

    0.06% of the 13F portfolio, value $5,057,887.

    13F-HR 0001544576-26-000004 filed by RWA WEALTH PARTNERS, 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 49,240 shares
    Change vs previous 13F -9,209 shares

    0.06% of the 13F portfolio, value $5,425,745.

    13F-HR 0001544576-26-000001 filed by RWA WEALTH PARTNERS, 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 58,449 shares
    Change vs previous 13F +403 shares

    0.07% of the 13F portfolio, value $6,515,299.

    13F-HR 0001544576-25-000007 filed by RWA WEALTH PARTNERS, 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 58,046 shares
    Change vs previous 13F -813 shares

    0.08% of the 13F portfolio, value $6,362,465.

    13F-HR 0001544576-25-000005 filed by RWA WEALTH PARTNERS, 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 58,859 shares
    Change vs previous 13F -2,821 shares

    0.08% of the 13F portfolio, value $6,397,366.

    13F-HR 0001544576-25-000004 filed by RWA WEALTH PARTNERS, 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 61,680 shares
    Change vs previous 13F -104,872 shares

    0.08% of the 13F portfolio, value $6,589,944.

    13F-HR 0001544576-25-000001 filed by RWA WEALTH PARTNERS, 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 166,552 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,817,089.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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