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Cerity Partners LLC: LQD position timeline

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

Cerity Partners LLC held 187,315 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,315 shares
    Change vs previous 13F +6,086 shares

    0.02% of the 13F portfolio, value $20,431,842.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 184,691 shares
    • Cerity Partners Retirement Plan Advisors LLC: 2,624 shares

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

  2. period ended2026-03-31
    13F 181,229 shares
    Change vs previous 13F +52,809 shares

    0.03% of the 13F portfolio, value $19,750,812.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 179,097 shares
    • Cerity Partners Retirement Plan Advisors LLC: 2,132 shares

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

  3. period ended2025-12-31
    13F 128,420 shares
    Change vs previous 13F +57,305 shares

    0.02% of the 13F portfolio, value $14,150,582.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 71,115 shares
    Change vs previous 13F +9,485 shares

    0.01% of the 13F portfolio, value $7,927,150.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 61,630 shares
    Change vs previous 13F +21,976 shares

    0.01% of the 13F portfolio, value $6,755,292.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 39,654 shares
    Change vs previous 13F +11,208 shares

    0.01% of the 13F portfolio, value $4,310,015.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 28,446 shares
    Change vs previous 13F -14,548 shares

    0.01% of the 13F portfolio, value $3,039,595.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 42,994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,857,455.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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