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Disclosery

Waterloo Capital, L.P.: LQD position timeline

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

Waterloo Capital, L.P. held 73,041 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,041 shares
    Change vs previous 13F +6,026 shares

    0.45% of the 13F portfolio, value $7,966,628.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 67,015 shares
    Change vs previous 13F +9,759 shares

    0.51% of the 13F portfolio, value $7,303,939.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 57,256 shares
    Change vs previous 13F -4,926 shares

    0.46% of the 13F portfolio, value $6,309,031.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 62,182 shares
    Change vs previous 13F +35,397 shares

    0.52% of the 13F portfolio, value $6,931,438.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 26,785 shares
    Change vs previous 13F +24,362 shares

    0.24% of the 13F portfolio, value $2,935,895.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 2,423 shares
    Change vs previous 13F -962 shares

    0.02% of the 13F portfolio, value $263,356.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 3,385 shares
    Change vs previous 13F -9,181 shares

    0.04% of the 13F portfolio, value $361,653.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 12,566 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,419,707.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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