Steward Partners Investment Advisory, LLC

Position in LDI — loanDepot, Inc.

CIK 1723397 STAMFORD, CT

Position in LDI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,250

-$850 QoQ

Shares Held

5,000

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#110

of 128 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $4,600,656 across 5 Mortgage Finance names. LDI ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UWMC	UWM Holdings Corp	1,191,705	$2,729,004
2	RKT	Rocket Companies, Inc.	80,965	$1,275,198
3	WD	Walker & Dunlop, Inc.	10,758	$588,462
4	LDI	loanDepot, Inc. This page	5,000	$6,250
5	PFSI	PennyMac Financial Services, Inc.	20	$1,742

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,250	5,000	0.0%	Shares	Sole	2026-08-13
2026-03-31	$7,100	5,000	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.