Financial Security Advisor, Inc.
Position in LDP — Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
CIK 1997602
VIRGINIA BEACH, VA
Position in LDP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$285,660
+$16,065 QoQ
Shares Held
13,500
0.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#48
of 80 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LDP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Financial Security Advisor, Inc. holds $2,815,087 across 6 Asset Management names. LDP ranks #6 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
14,050 | $728,914 | |
| 2 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
24,022 | $628,175 | |
| 3 | UTG |
Reaves Utility Income Fund
|
12,500 | $509,000 | |
| 4 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
12,500 | $346,000 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
7,451 | $317,338 | |
| 6 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
This page
|
13,500 | $285,660 |
All Filings in LDP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,660 | 13,500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $269,595 | 13,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $285,795 | 13,500 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||