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Disclosery

CWM, LLC: LQD position timeline

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

CWM, LLC held 29,940 LQD shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 29,940 shares
    Change vs previous 13F +885 shares

    0.01% of the 13F portfolio, value $3,263,158.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 29,055 shares
    Change vs previous 13F -873 shares

    0.01% of the 13F portfolio, value $3,202,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 29,928 shares
    Change vs previous 13F -4,422 shares

    0.01% of the 13F portfolio, value $3,336,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 34,350 shares
    Change vs previous 13F +2,786 shares

    0.01% of the 13F portfolio, value $3,765,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 31,564 shares
    Change vs previous 13F -1,654 shares

    0.01% of the 13F portfolio, value $3,431,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 33,218 shares
    Change vs previous 13F +1,118 shares

    0.01% of the 13F portfolio, value $3,549,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 32,100 shares
    Change vs previous 13F +3,301 shares

    0.02% of the 13F portfolio, value $3,627,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 28,799 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,085,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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