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Sage Investment Advisers LLC: LQD position timeline

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

Sage Investment Advisers LLC held 31,048 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,048 shares
    Change vs previous 13F -5,291 shares

    2.28% of the 13F portfolio, value $3,386,365.

    13F-HR 0001951757-26-000945 filed by Sage Investment Advisers 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 36,339 shares
    Change vs previous 13F +2,348 shares

    2.92% of the 13F portfolio, value $3,948,638.

    13F-HR 0001951757-26-000582 filed by Sage Investment Advisers 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 33,991 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $3,745,516.

    13F-HR 0001951757-26-000403 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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