Wagner Wealth Management, LLC: LQD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wagner Wealth Management, LLC on LQD, newest first. How the timeline and the estimate are built.
Wagner Wealth Management, LLC held 57 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 57 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $6,251.
13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 57 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $6,174.
13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 56 sharesChange vs previous 13F +56 shares
<0.01% of the 13F portfolio, value $6,197.
13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -55 shares
13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 55 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $6,006.
13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 54 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,887.
13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 54 sharesChange vs previous 13F -210 shares
<0.01% of the 13F portfolio, value $5,744.
13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 264 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $29,827.
13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).