Position in LDI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$15,842
-$4,077 QoQ
Shares Held
12,674
-9.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 128 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $398,377 across 3 Mortgage Finance names. LDI ranks #3 (4.0% of the industry book) .
All Filings in LDI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,842 | 12,674 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $19,919 | 14,028 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $30,091 | 14,537 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $44,613 | 14,532 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,450 | 14,528 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $22,110 | 18,580 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,903 | 18,580 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $50,723 | 18,580 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $22,784 | 13,809 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||