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Disclosery

Slocum, Gordon & Co LLP: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Slocum, Gordon & Co LLP on LQD, newest first. How the timeline and the estimate are built.

Slocum, Gordon & Co LLP held 12,148 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,148 shares
    Change vs previous 13F +20 shares

    0.88% of the 13F portfolio, value $1,324,982.

    13F-HR 0001993325-26-000003 filed by Slocum, Gordon & Co LLP
    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 12,128 shares
    Change vs previous 13F +155 shares

    0.9% of the 13F portfolio, value $1,321,831.

    13F-HR 0001993325-26-000002 filed by Slocum, Gordon & Co LLP
    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 11,973 shares
    Change vs previous 13F +1,056 shares

    0.96% of the 13F portfolio, value $1,319,305.

    13F-HR 0001993325-26-000001 filed by Slocum, Gordon & Co LLP
    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 10,917 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,216,918.

    13F-HR 0001993325-25-000007 filed by Slocum, Gordon & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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