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Savvy Advisors, Inc.: LQD position timeline

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

Savvy Advisors, Inc. held 22,924 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,924 shares
    Change vs previous 13F +4,677 shares

    0.05% of the 13F portfolio, value $2,500,292.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 18,247 shares
    Change vs previous 13F +1,404 shares

    0.05% of the 13F portfolio, value $1,988,732.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 16,843 shares
    Change vs previous 13F +2,496 shares

    0.06% of the 13F portfolio, value $1,855,901.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 14,347 shares
    Change vs previous 13F +4,207 shares

    0.07% of the 13F portfolio, value $1,599,255.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 10,140 shares
    Change vs previous 13F +5,070 shares

    0.07% of the 13F portfolio, value $1,111,445.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 5,070 shares
    Change vs previous 13F -2,185 shares

    0.06% of the 13F portfolio, value $551,058.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 7,255 shares
    Change vs previous 13F +518 shares

    0.09% of the 13F portfolio, value $775,109.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 6,737 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $761,098.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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