Steward Partners Investment Advisory, LLC BCDF LISTED FDS TR

Ownership history in Steward Partners Investment Advisory, LLC  ·  2 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported LISTED FDS TR (BCDF) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows BCDF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCDF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steward Partners Investment Advisory, LLC's position in LISTED FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BCDF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Steward Partners Investment Advisory, LLC held BCDF — position size vs. price
% of Fund (quarterly)    BCDF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 216 +63 +41.2% 0.00% $7K 2026-05-08 $32.78
2025 Q4 INITIATED 153 0.00% $5K 2026-02-12 $30.00

FAQ About Steward Partners Investment Advisory, LLC and BCDF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steward Partners Investment Advisory, LLC reported owning BCDF?

Steward Partners Investment Advisory, LLC reported BCDF across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BCDF position in Steward Partners Investment Advisory, LLC's portfolio?

The largest reported portfolio weight for BCDF was 0.00% in 2026 Q1.

What is the latest reported BCDF position on this page?

The most recent filing on this page is 2026 Q1, when Steward Partners Investment Advisory, LLC reported 216 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this BCDF ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly BCDF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Steward Partners Investment Advisory, LLC Holdings