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Steward Partners Investment Advisory, LLC: LQD position timeline

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

Steward Partners Investment Advisory, LLC held 141,621 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,621 shares
    Change vs previous 13F +11,892 shares

    0.08% of the 13F portfolio, value $15,446,549.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 129,729 shares
    Change vs previous 13F -13,792 shares

    0.07% of the 13F portfolio, value $14,139,172.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 143,521 shares
    Change vs previous 13F +59,813 shares

    0.09% of the 13F portfolio, value $15,814,553.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 83,708 shares
    Change vs previous 13F +30,571 shares

    0.05% of the 13F portfolio, value $9,330,884.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 53,137 shares
    Change vs previous 13F +7,742 shares

    0.05% of the 13F portfolio, value $5,824,282.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 45,395 shares
    Change vs previous 13F +17,452 shares

    0.04% of the 13F portfolio, value $4,933,943.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 27,943 shares
    Change vs previous 13F +4,305 shares

    0.03% of the 13F portfolio, value $2,985,379.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 23,638 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,670,594.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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