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Equibles

KESTRA PRIVATE WEALTH SERVICES, LLC

Position in LDP — Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.

CIK 1649451 AUSTIN, TX
Back to LDP Full portfolio

Position in LDP

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$675,998
+$116,759 QoQ
Shares Held
31,947
+14.1% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 80 holders
Holding Since
Dec 2020
21 quarters on record

Common Shares in LDP Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $61,362,189 across 92 Asset Management names. LDP ranks #20 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 10,740 $10,327,154
2 BX
Blackstone Inc.
 63,656 $7,490,401
3 BN
BROOKFIELD Corp /ON/
 65,709 $2,798,546
4 CEF
Sprott Physical Gold & Silver Trust
 51,444 $2,069,592
5 PHYS
Sprott Physical Gold Trust
 62,900 $1,897,693
6 AMP
Ameriprise Financial Inc
 3,884 $1,781,823
7 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 116,229 $1,607,447
8 CHY
Calamos Convertible & High Income Fund
 110,076 $1,499,235

All Filings in LDP

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $675,998 31,947
2026-03-31 $559,239 28,004
2025-12-31 $430,745 20,347
2025-09-30 $395,022 18,229
2025-06-30 $409,403 19,514
2025-03-31 $359,231 17,644
2024-12-31 $354,085 17,529
2024-09-30 $214,759 9,874
2024-06-30 $304,708 15,312
2024-03-31 $325,657 16,218
2023-12-31 $347,018 18,829
2023-09-30 $355,960 20,853
2022-12-31 $289,522 15,222
2022-09-30 $370,814 20,487
2022-06-30 $399,916 20,208
2022-03-31 $465,184 20,296
2021-12-31 $245,231 9,261
2021-09-30 $252,176 9,244
2021-06-30 $252,207 9,208
2021-03-31 $239,572 9,172
2020-12-31 $242,459 9,115