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Willis Johnson & Associates, Inc.: LQD position timeline

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

Willis Johnson & Associates, Inc. held 248,319 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,319 shares
    Change vs previous 13F +20,094 shares

    1.51% of the 13F portfolio, value $27,084,162.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, 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 228,225 shares
    Change vs previous 13F +24,805 shares

    1.45% of the 13F portfolio, value $24,874,237.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, 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 203,420 shares
    Change vs previous 13F +31,636 shares

    1.38% of the 13F portfolio, value $22,414,877.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, 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 171,784 shares
    Change vs previous 13F +7,621 shares

    1.19% of the 13F portfolio, value $19,148,717.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, 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 164,163 shares
    Change vs previous 13F +3,360 shares

    1.22% of the 13F portfolio, value $17,993,961.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, 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 160,803 shares
    Change vs previous 13F +4,968 shares

    1.32% of the 13F portfolio, value $17,477,670.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, 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 155,835 shares
    Change vs previous 13F -141,301 shares

    1.28% of the 13F portfolio, value $16,649,414.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, 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 297,136 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $33,570,433.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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