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Disclosery

SevenBridge Financial Group, LLC: LQD position timeline

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

SevenBridge Financial Group, LLC held 31,940 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,940 shares
    Change vs previous 13F -1,984 shares

    0.5% of the 13F portfolio, value $3,403,177.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial Group, 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 33,924 shares
    Change vs previous 13F +409 shares

    0.58% of the 13F portfolio, value $3,725,570.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial Group, 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 33,515 shares
    Change vs previous 13F -389 shares

    0.6% of the 13F portfolio, value $3,717,809.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial Group, 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 33,904 shares
    Change vs previous 13F -9,090 shares

    0.62% of the 13F portfolio, value $3,766,724.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, 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 42,994 shares
    Change vs previous 13F -15,022 shares

    0.83% of the 13F portfolio, value $4,715,571.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, 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 58,016 shares
    Change vs previous 13F -28,997 shares

    1.22% of the 13F portfolio, value $6,183,966.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, 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 87,013 shares
    Change vs previous 13F -3,293 shares

    1.77% of the 13F portfolio, value $9,338,222.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial Group, 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 90,306 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $9,901,158.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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