Medallion Wealth Advisors, LLC
Position in LDP — Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
CIK 2131139
FARMINGTON, CT
Position in LDP
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$19,470
-$1,170 QoQ
Shares Held
975
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Medallion Wealth Advisors, LLC holds $4,827,846 across 43 Asset Management names. LDP ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
11,787 | $1,491,762 | |
| 2 | RCS |
Pimco Strategic Income Fund, Inc.
|
111,352 | $596,843 | |
| 3 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
|
56,719 | $497,992 | |
| 4 | PDT |
John Hancock Premium Dividend Fund
|
34,576 | $452,941 | |
| 5 | BX |
Blackstone Inc.
|
3,252 | $373,946 | |
| 6 | WEA |
Western Asset Premier Bond Fund
|
18,413 | $194,809 | |
| 7 | FSK |
FS KKR Capital Corp
|
17,915 | $182,369 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
4,810 | $170,466 |
All Filings in LDP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,470 | 975 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $20,640 | 975 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $21,128 | 975 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $20,455 | 975 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $19,851 | 975 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $19,695 | 975 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||