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Kovack Advisors, Inc.: LQD position timeline

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

Kovack Advisors, Inc. held 5,977 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,977 shares
    Change vs previous 13F -17,440 shares

    0.03% of the 13F portfolio, value $649,035.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, 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 23,417 shares
    Change vs previous 13F +14,219 shares

    0.13% of the 13F portfolio, value $2,515,734.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, 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/A 9,198 shares
    Change vs previous 13F +7,053 shares

    0.05% of the 13F portfolio, value $1,013,508.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, 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 2,145 shares
    Change vs previous 13F -44 shares

    0.02% of the 13F portfolio, value $239,132.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, 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 2,189 shares
    Change vs previous 13F +2,189 shares

    0.02% of the 13F portfolio, value $239,883.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, 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 0 shares
    Change vs previous 13F -3,667 shares

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 3,667 shares
    Change vs previous 13F +216 shares

    0.04% of the 13F portfolio, value $391,833.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, 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 3,451 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $389,858.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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