Position in LADR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$176,861
+$6,355 QoQ
Shares Held
17,775
+1.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#133
of 223 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LADR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $1,889,920 across 4 REIT - Mortgage names. LADR ranks #4 (9.4% of the industry book) .
All Filings in LADR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,861 | 17,775 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $170,506 | 17,452 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $190,834 | 17,752 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $198,864 | 17,429 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $193,150 | 17,261 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $199,740 | 17,219 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $156,468 | 13,859 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $155,007 | 13,927 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $164,765 | 14,315 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $147,928 | 14,418 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $160,580 | 14,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $151,133 | 15,993 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $166,182 | 16,552 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $145,949 | 16,289 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $172,866 | 16,401 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $177,646 | 14,966 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $178,782 | 14,911 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $166,943 | 15,108 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $173,919 | 15,071 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $178,829 | 15,155 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $145,633 | 14,891 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $103,781 | 14,576 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||