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USA FINANCIAL FORMULAS: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USA FINANCIAL FORMULAS on LQD, newest first. How the timeline and the estimate are built.

USA FINANCIAL FORMULAS held 128,238 LQD shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 128,238 shares
    Change vs previous 13F -105,222 shares

    2.63% of the 13F portfolio, value $13,976,660.

    13F-HR 0001633716-26-000005 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 233,460 shares
    Change vs previous 13F +58,136 shares

    4.68% of the 13F portfolio, value $25,724,957.

    13F-HR 0001633716-26-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 175,324 shares
    Change vs previous 13F -172,659 shares

    3.44% of the 13F portfolio, value $19,543,366.

    13F-HR 0001633716-25-000006 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 347,983 shares
    Change vs previous 13F +39,844 shares

    6.51% of the 13F portfolio, value $38,142,417.

    13F-HR 0001633716-25-000004 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 308,139 shares
    Change vs previous 13F -89,458 shares

    5.53% of the 13F portfolio, value $33,491,628.

    13F-HR 0001633716-25-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 397,597 shares
    Change vs previous 13F -2,184 shares

    6.67% of the 13F portfolio, value $42,479,263.

    13F-HR 0001633716-25-000002 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 399,781 shares
    Change vs previous 13F +53,884 shares

    7.02% of the 13F portfolio, value $45,167,257.

    13F-HR 0001633716-24-000009 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 345,897 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $37,052,487.

    13F-HR 0001633716-24-000007 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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