SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Position in FTF — Franklin Ltd Duration Income Trust
CIK 2016209
CINCINNATI, OH
Position in FTF
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$91,018
New position
Shares Held
15,720
first reported quarter
Ownership
0.039%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#60
of 88 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds $300,032 across 3 Asset Management names. FTF ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 3,526 | $183,175 | |||
| 2 | FTF |
Franklin Ltd Duration Income Trust
This page
|
15,720 | $91,018 | |
| 3 | FHI |
Federated Hermes, Inc.
|
25,839 | $25,839 |
All Filings in FTF
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,018 | 15,720 | Shares | Sole | 2026-08-27 | |
| No filing history on record for this holder in this stock. | ||||||