Skip to content
Disclosery

Spahn Wealth & Retirement LLC: LQD position timeline

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

Spahn Wealth & Retirement LLC held 181,212 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,212 shares
    Change vs previous 13F +181,212 shares

    12.72% of the 13F portfolio, value $19,764,793.

    13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement 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 0 shares
    Change vs previous 13F -165,102 shares

    13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 165,102 shares
    Change vs previous 13F +2,616 shares

    11.29% of the 13F portfolio, value $18,192,589.

    13F-HR 0001949033-26-000001 filed by Spahn Wealth & Retirement 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 162,486 shares
    Change vs previous 13F -3,407 shares

    10.74% of the 13F portfolio, value $18,112,314.

    13F-HR 0001949033-25-000003 filed by Spahn Wealth & Retirement 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 165,893 shares
    Change vs previous 13F -84,081 shares

    11.69% of the 13F portfolio, value $18,183,531.

    13F-HR 0001949033-25-000004 filed by Spahn Wealth & Retirement 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 249,974 shares
    Change vs previous 13F -373 shares

    19.94% of the 13F portfolio, value $27,169,674.

    13F-HR 0001949033-25-000005 filed by Spahn Wealth & Retirement 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 250,347 shares
    Change vs previous 13F not available

    17.54% of the 13F portfolio, value $26,747,073.

    13F-HR 0001949033-25-000001 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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