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Equibles

NewEdge Wealth, LLC

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

CIK 1861796 STAMFORD, CT
Back to LDP Full portfolio

Position in LDP

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,473,752
-$1,427,247 QoQ
Shares Held
116,907
-40.2% QoQ
Ownership
0.402%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#20
of 80 holders
Holding Since
Dec 2022
15 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, 2026

NewEdge Wealth, LLC holds $142,534,632 across 51 Asset Management names. LDP ranks #9 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 546,382 $64,292,769
2 APO
Apollo Global Management, Inc.
 86,404 $10,222,457
3 CEF
Sprott Physical Gold & Silver Trust
 253,922 $10,215,282
4 PHYS
Sprott Physical Gold Trust
 234,115 $7,063,249
5 BLK
BlackRock, Inc.
 7,135 $6,860,730
6 OBDC
Blue Owl Capital Corp
 614,082 $6,675,071
7 PSLV
Sprott Physical Silver Trust
 211,665 $3,994,118
8 ARDC
Ares Dynamic Credit Allocation Fund, Inc.
 249,723 $3,154,001

All Filings in LDP

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,473,752 116,907
2026-03-31 $3,900,999 195,343
2025-12-31 $4,533,089 214,128
2025-09-30 $4,659,981 215,043
2025-06-30 $4,507,175 214,832
2025-03-31 $3,961,689 194,582
2024-12-31 $3,090,216 152,981
2024-09-30 $3,212,061 147,681
2024-06-30 $2,190,751 110,088
2024-03-31 $1,938,623 96,545
2023-12-31 $1,752,269 95,077
2023-09-30 $214,279 12,553
2023-06-30 $228,464 12,553
2023-03-31 $223,945 12,553
2022-12-31 $238,758 12,553