Position in LADR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$191,030
+$3,456 QoQ
Shares Held
19,199
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#128
of 222 holders
Holding Since
Dec 2024
7 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, 2026Morey & Quinn Wealth Partners, LLC holds $1,016,513 across 4 REIT - Mortgage names. LADR ranks #3 (18.8% of the industry book) .
All Filings in LADR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,030 | 19,199 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $187,574 | 19,199 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $210,997 | 19,199 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $209,461 | 19,199 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $206,389 | 19,199 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $230,014 | 20,159 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $225,579 | 20,159 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||