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Townsend Financial Planning, LLC: LQD position timeline

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

Townsend Financial Planning, LLC held 56,686 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,686 shares
    Change vs previous 13F +1,055 shares

    5.39% of the 13F portfolio, value $6,182,793.

    13F-HR 0002110688-26-000006 filed by Townsend Financial Planning, 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 55,631 shares
    Change vs previous 13F -596 shares

    5.87% of the 13F portfolio, value $6,063,267.

    13F-HR 0002110688-26-000002 filed by Townsend Financial Planning, 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 56,227 shares
    Change vs previous 13F not available

    6.2% of the 13F portfolio, value $6,195,607.

    13F-HR 0002110688-26-000001 filed by Townsend Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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