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Focus Partners Wealth: LQD position timeline

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

Focus Partners Wealth held 391,075 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 391,075 shares
    Change vs previous 13F -1,304 shares

    0.04% of the 13F portfolio, value $42,654,597.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 385,481 shares
    • Focus Partners Advisor Solutions, LLC: 5,594 shares

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

  2. period ended2026-03-31
    13F 392,379 shares
    Change vs previous 13F +5,578 shares

    0.04% of the 13F portfolio, value $42,765,618.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 390,505 shares
    • Focus Partners Advisor Solutions, LLC: 1,874 shares

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

  3. period ended2025-12-31
    13F 386,801 shares
    Change vs previous 13F +42,492 shares

    0.04% of the 13F portfolio, value $42,621,778.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 380,994 shares
    • Focus Partners Advisor Solutions, LLC: 5,807 shares

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

  4. period ended2025-09-30
    13F 344,309 shares
    Change vs previous 13F +5,592 shares

    0.05% of the 13F portfolio, value $38,374,074.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 334,756 shares
    • Focus Partners Advisor Solutions, LLC: 9,553 shares

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

  5. period ended2025-06-30
    13F 338,717 shares
    Change vs previous 13F -10,088 shares

    0.07% of the 13F portfolio, value $37,126,868.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 331,338 shares
    • Focus Partners Advisor Solutions, LLC: 7,379 shares

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

  6. period ended2025-03-31
    13F/A 348,805 shares
    Change vs previous 13F +5,396 shares

    0.08% of the 13F portfolio, value $37,911,862.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 340,978 shares
    • Focus Partners Advisor Solutions, LLC: 7,827 shares

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

  7. period ended2024-12-31
    13F/A 343,409 shares
    Change vs previous 13F +331,310 shares

    0.08% of the 13F portfolio, value $36,690,004.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 335,721 shares
    • Focus Partners Advisor Solutions, LLC: 7,688 shares

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

  8. period ended2024-09-30
    13F 12,099 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,367,141.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,195 shares
    • Focus Partners Advisor Solutions, LLC: 6,904 shares

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