Pettinga Financial Advisors LLC
Position in LDP — Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
CIK 1694592
EVANSVILLE, IN
Position in LDP
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$293,319
+$71,939 QoQ
Shares Held
14,688
+39.2% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LDP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pettinga Financial Advisors LLC holds $23,889,902 across 15 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OBDC |
Blue Owl Capital Corp
|
386,416 | $4,200,341 | |
| 2 | OTF |
Blue Owl Technology Finance Corp.
|
381,161 | $3,945,016 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
145,110 | $2,738,225 | |
| 4 | DLY |
DoubleLine Yield Opportunities Fund
|
177,434 | $2,496,496 | |
| 5 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
191,941 | $2,226,515 | |
| 6 | PTA |
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
|
85,599 | $1,641,788 | |
| 7 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
80,759 | $1,625,678 | |
| 8 | ARCC |
Ares Capital Corp
|
65,900 | $1,221,127 |
All Filings in LDP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $293,319 | 14,688 | Shares | Sole | 2026-04-13 | |
| 2025-06-30 | $221,380 | 10,552 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $211,397 | 10,383 | Shares | Sole | 2025-05-02 | |
| 2023-12-31 | $927,029 | 50,300 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $484,617 | 28,390 | Shares | Sole | 2023-10-24 | |
| 2022-12-31 | $289,883 | 15,241 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $279,373 | 15,435 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $667,338 | 33,721 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||