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Sincerus Advisory, LLC: LQD position timeline

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

Sincerus Advisory, LLC held 8,885 LQD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,885 shares
    Change vs previous 13F +451 shares

    0.59% of the 13F portfolio, value $907,841.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,434 shares
    Change vs previous 13F -288 shares

    0.62% of the 13F portfolio, value $919,949.

    13F-HR 0002050968-26-000003 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,722 shares
    Change vs previous 13F -234 shares

    0.72% of the 13F portfolio, value $950,558.

    13F-HR 0002050968-26-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,956 shares
    Change vs previous 13F -89 shares

    0.79% of the 13F portfolio, value $986,881.

    13F-HR 0002050968-26-000001 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,045 shares
    Change vs previous 13F +137 shares

    0.86% of the 13F portfolio, value $1,008,292.

    13F-HR 0002050968-25-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,908 shares
    Change vs previous 13F -487 shares

    0.91% of the 13F portfolio, value $970,867.

    13F-HR 0001754960-25-000484 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,395 shares
    Change vs previous 13F -1,202 shares

    1.08% of the 13F portfolio, value $1,021,159.

    13F-HR 0001754960-25-000228 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,597 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,132,235.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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