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Strategic Investment Advisors / MI: LQD position timeline

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

Strategic Investment Advisors / MI held 81,070 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,070 shares
    Change vs previous 13F -6,068 shares

    0.53% of the 13F portfolio, value $8,842,321.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 87,138 shares
    Change vs previous 13F +8,909 shares

    0.66% of the 13F portfolio, value $9,507,006.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 78,229 shares
    Change vs previous 13F +78,131 shares

    0.75% of the 13F portfolio, value $8,619,915.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 98 shares
    Change vs previous 13F -128,521 shares

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  5. period ended2025-06-30
    13F 128,619 shares
    Change vs previous 13F -11,442 shares

    1.37% of the 13F portfolio, value $14,082,993.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 140,061 shares
    Change vs previous 13F +3,994 shares

    1.61% of the 13F portfolio, value $15,223,204.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 136,067 shares
    Change vs previous 13F +2,000 shares

    1.54% of the 13F portfolio, value $14,537,393.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 134,067 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $15,146,886.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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