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Disclosery

Vericrest Private Wealth: LQD position timeline

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

Vericrest Private Wealth held 32,805 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,805 shares
    Change vs previous 13F +6,047 shares

    3.18% of the 13F portfolio, value $3,578,056.

    13F-HR 0001912300-26-000005 filed by Vericrest Private Wealth
    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 26,758 shares
    Change vs previous 13F +3,542 shares

    2.62% of the 13F portfolio, value $2,916,402.

    13F-HR 0001912300-26-000004 filed by Vericrest Private Wealth
    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 23,216 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $2,558,192.

    13F-HR 0001912300-26-000003 filed by Vericrest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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