Position in LDI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$50,387
-$9,934 QoQ
Shares Held
40,310
-5.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 130 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $283,234 across 2 Mortgage Finance names. LDI ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
14,784 | $232,847 | |
| 2 | LDI |
loanDepot, Inc.
This page
|
40,310 | $50,387 |
All Filings in LDI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,387 | 40,310 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $60,321 | 42,480 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $80,922 | 39,093 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||