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Disclosery

VestGen Investment Management: LQD position timeline

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

VestGen Investment Management held 7,551 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,551 shares
    Change vs previous 13F -299 shares

    0.44% of the 13F portfolio, value $823,588.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 7,850 shares
    Change vs previous 13F -379 shares

    0.47% of the 13F portfolio, value $855,572.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 8,229 shares
    Change vs previous 13F -341 shares

    0.5% of the 13F portfolio, value $906,754.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 8,570 shares
    Change vs previous 13F -2,271 shares

    0.57% of the 13F portfolio, value $955,298.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 10,841 shares
    Change vs previous 13F -934 shares

    0.85% of the 13F portfolio, value $1,188,282.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 11,775 shares
    Change vs previous 13F -1,776 shares

    0.97% of the 13F portfolio, value $1,279,825.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,551 shares
    Change vs previous 13F -2,969 shares

    0.4% of the 13F portfolio, value $1,447,789.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,520 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,866,436.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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