Skip to content
Disclosery

Transamerica Financial Advisors, LLC: LQD position timeline

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

Transamerica Financial Advisors, LLC held 34,422 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,422 shares
    Change vs previous 13F +395 shares

    0.32% of the 13F portfolio, value $3,754,457.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, 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 34,027 shares
    Change vs previous 13F +2,543 shares

    0.32% of the 13F portfolio, value $3,708,653.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, 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 31,484 shares
    Change vs previous 13F +1,205 shares

    0.29% of the 13F portfolio, value $3,469,182.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, 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 30,279 shares
    Change vs previous 13F +2,870 shares

    0.28% of the 13F portfolio, value $3,375,149.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, 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 27,409 shares
    Change vs previous 13F +429 shares

    0.28% of the 13F portfolio, value $3,004,209.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, 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 26,980 shares
    Change vs previous 13F -1,707 shares

    0.3% of the 13F portfolio, value $2,933,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, 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 28,687 shares
    Change vs previous 13F -2,646 shares

    0.3% of the 13F portfolio, value $3,065,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, 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 31,333 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,540,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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