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Westshore Wealth, LLC: LQD position timeline

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

Westshore Wealth, LLC held 280,636 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 280,636 shares
    Change vs previous 13F +12,532 shares

    9.5% of the 13F portfolio, value $30,609,022.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, LLC
    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 268,104 shares
    Change vs previous 13F +17,346 shares

    10.25% of the 13F portfolio, value $29,220,685.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, LLC
    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 250,758 shares
    Change vs previous 13F +6,983 shares

    9.14% of the 13F portfolio, value $27,630,990.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, LLC
    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 243,775 shares
    Change vs previous 13F -76 shares

    9.28% of the 13F portfolio, value $27,173,561.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, LLC
    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 243,851 shares
    Change vs previous 13F +9,316 shares

    10.25% of the 13F portfolio, value $26,728,546.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, LLC
    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 234,535 shares
    Change vs previous 13F +15,027 shares

    10.78% of the 13F portfolio, value $25,491,589.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, LLC
    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 219,508 shares
    Change vs previous 13F +5,198 shares

    9.5% of the 13F portfolio, value $23,452,218.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, LLC
    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 214,310 shares
    Change vs previous 13F not available

    9.9% of the 13F portfolio, value $24,212,753.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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