Position in LDI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$592,103
-$296,672 QoQ
Shares Held
473,683
-24.3% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 128 holders
Holding Since
Mar 2024
10 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, 2026Cetera Investment Advisers holds $7,446,686 across 4 Mortgage Finance names. LDI ranks #2 (8.0% of the industry book) .
All Filings in LDI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,103 | 473,683 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $888,775 | 625,898 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,366,390 | 660,092 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,755,803 | 571,923 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $144,729 | 113,960 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $131,473 | 110,482 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $210,421 | 103,148 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $251,984 | 92,302 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $157,060 | 95,188 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $307,818 | 118,849 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||