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Twele Capital Management, Inc.: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Twele Capital Management, Inc. on LQD, newest first. How the timeline and the estimate are built.

Twele Capital Management, Inc. held 119,670 LQD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 119,670 shares
    Change vs previous 13F +1,944 shares

    2.02% of the 13F portfolio, value $12,227,881.

    13F-HR 0001411268-26-000006 filed by Twele Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 117,726 shares
    Change vs previous 13F +8,314 shares

    2.1% of the 13F portfolio, value $12,840,375.

    13F-HR 0001411268-26-000004 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 109,412 shares
    Change vs previous 13F +5,991 shares

    2.13% of the 13F portfolio, value $11,924,814.

    13F-HR 0001411268-26-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 103,421 shares
    Change vs previous 13F +1,660 shares

    2.04% of the 13F portfolio, value $11,395,960.

    13F-HR 0001411268-26-000002 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 101,761 shares
    Change vs previous 13F +5,071 shares

    2.09% of the 13F portfolio, value $11,343,299.

    13F-HR 0001411268-25-000009 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 96,690 shares
    Change vs previous 13F +1,830 shares

    2.1% of the 13F portfolio, value $10,598,191.

    13F-HR 0001411268-25-000006 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 94,860 shares
    Change vs previous 13F -4 shares

    2.19% of the 13F portfolio, value $10,310,334.

    13F-HR 0001411268-25-000004 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 94,864 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $10,135,270.

    13F-HR 0001411268-25-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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