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Summit Financial Consulting LLC: LQD position timeline

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

Summit Financial Consulting LLC held 199,703 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,703 shares
    Change vs previous 13F -4,590 shares

    14.78% of the 13F portfolio, value $21,781,606.

    13F-HR 0002065794-26-000003 filed by Summit Financial Consulting 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 204,293 shares
    Change vs previous 13F +6,723 shares

    15.94% of the 13F portfolio, value $22,265,894.

    13F-HR 0002065794-26-000002 filed by Summit Financial Consulting 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 197,570 shares
    Change vs previous 13F +17,412 shares

    15.81% of the 13F portfolio, value $21,770,238.

    13F-HR 0002065794-26-000001 filed by Summit Financial Consulting 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 180,158 shares
    Change vs previous 13F +175,923 shares

    16.03% of the 13F portfolio, value $20,082,212.

    13F-HR 0002065794-25-000004 filed by Summit Financial Consulting 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 4,235 shares
    Change vs previous 13F -164,875 shares

    0.42% of the 13F portfolio, value $464,198.

    13F-HR 0002065794-25-000002 filed by Summit Financial Consulting 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 169,110 shares
    Change vs previous 13F not available

    17.05% of the 13F portfolio, value $18,380,566.

    13F-HR 0002065794-25-000001 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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