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Vision Capital Management, Inc.: LQD position timeline

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

Vision Capital Management, Inc. held 178,377 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,377 shares
    Change vs previous 13F +3,657 shares

    2.22% of the 13F portfolio, value $19,455,535.

    13F-HR 0001417889-26-000004 filed by Vision Capital Management, Inc.
    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 174,720 shares
    Change vs previous 13F +3,604 shares

    2.4% of the 13F portfolio, value $19,042,688.

    13F-HR 0001417889-26-000002 filed by Vision 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 ended2025-12-31
    13F 171,116 shares
    Change vs previous 13F +4,379 shares

    2.27% of the 13F portfolio, value $18,855,227.

    13F-HR 0001417889-26-000001 filed by Vision 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 ended2025-09-30
    13F 166,737 shares
    Change vs previous 13F +3,613 shares

    2.29% of the 13F portfolio, value $18,586,128.

    13F-HR 0001417889-25-000005 filed by Vision 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 ended2025-06-30
    13F 163,124 shares
    Change vs previous 13F +5,174 shares

    2.35% of the 13F portfolio, value $17,879,977.

    13F-HR 0001417889-25-000004 filed by Vision 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 ended2025-03-31
    13F 157,950 shares
    Change vs previous 13F +10,754 shares

    2.47% of the 13F portfolio, value $17,167,541.

    13F-HR 0001785445-25-000006 filed by Vision 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 ended2024-12-31
    13F 147,196 shares
    Change vs previous 13F +7,312 shares

    2.31% of the 13F portfolio, value $15,726,377.

    13F-HR 0001417889-25-000001 filed by Vision 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 ended2024-09-30
    13F 139,884 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $15,804,048.

    13F-HR 0001417889-24-000007 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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