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Flagship Private Wealth, LLC: LQD position timeline

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

Flagship Private Wealth, LLC held 31,899 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,899 shares
    Change vs previous 13F -2,438 shares

    1.23% of the 13F portfolio, value $3,479,275.

    13F-HR 0002085853-26-000929 filed by Flagship Private 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 34,337 shares
    Change vs previous 13F +875 shares

    1.52% of the 13F portfolio, value $3,742,426.

    13F-HR 0002085853-26-000487 filed by Flagship Private 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 33,462 shares
    Change vs previous 13F +3,134 shares

    1.45% of the 13F portfolio, value $3,687,148.

    13F-HR 0002085853-26-000195 filed by Flagship Private 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 30,328 shares
    Change vs previous 13F +1,899 shares

    1.36% of the 13F portfolio, value $3,380,658.

    13F-HR 0002085853-25-000213 filed by Flagship Private 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/A 28,429 shares
    Change vs previous 13F +1,031 shares

    1.32% of the 13F portfolio, value $3,116,145.

    13F-HR/A 0001667731-25-001056 filed by Flagship Private 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 27,398 shares
    Change vs previous 13F +1,167 shares

    1.42% of the 13F portfolio, value $2,977,875.

    13F-HR 0001667731-25-000427 filed by Flagship Private 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 26,231 shares
    Change vs previous 13F -10,857 shares

    1.35% of the 13F portfolio, value $2,802,561.

    13F-HR 0001667731-25-000072 filed by Flagship Private 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 37,088 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $4,190,201.

    13F-HR 0001842560-24-000004 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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