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Equibles

Medallion Wealth Advisors, LLC

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

CIK 2131139 FARMINGTON, CT
Back to LDP Full portfolio

Position in LDP

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$20,631
+$1,161 QoQ
Shares Held
975
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#69
of 80 holders
Holding Since
Dec 2024
7 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

Medallion Wealth Advisors, LLC holds $3,751,437 across 43 Asset Management names. LDP ranks #17 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
 11,787 $1,999,075
2 RCS
Pimco Strategic Income Fund, Inc.
 71,788 $391,244
3 PDT
John Hancock Premium Dividend Fund
 21,319 $276,081
4 PHYS
Sprott Physical Gold Trust
 5,265 $158,845
5 ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
 13,188 $127,132
6 FSK
FS KKR Capital Corp
 10,238 $107,499
7 PDI
PIMCO Dynamic Income Fund
 5,859 $97,845
8 WEA
Western Asset Premier Bond Fund
 6,280 $66,882

All Filings in LDP

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,631 975
2026-03-31 $19,470 975
2025-12-31 $20,640 975
2025-09-30 $21,128 975
2025-06-30 $20,455 975
2025-03-31 $19,851 975
2024-12-31 $19,695 975