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Wela Strategies, Inc.: LQD position timeline

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

Wela Strategies, Inc. held 227,873 LQD shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 227,873 shares
    Change vs previous 13F +7,184 shares

    9.63% of the 13F portfolio, value $25,401,054.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 220,689 shares
    Change vs previous 13F +1,047 shares

    9.55% of the 13F portfolio, value $24,189,698.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 219,642 shares
    Change vs previous 13F +4,359 shares

    10.08% of the 13F portfolio, value $23,872,843.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 215,283 shares
    Change vs previous 13F +8,345 shares

    9.91% of the 13F portfolio, value $23,000,854.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 206,938 shares
    Change vs previous 13F +14,190 shares

    10.19% of the 13F portfolio, value $23,379,872.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 192,748 shares
    Change vs previous 13F -1,897 shares

    9.62% of the 13F portfolio, value $20,647,185.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 194,645 shares
    Change vs previous 13F +9,085 shares

    10.02% of the 13F portfolio, value $21,200,773.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 185,560 shares
    Change vs previous 13F not available

    11.03% of the 13F portfolio, value $20,534,057.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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