LDP — Cohen & Steers Ltd Dur Pfd Fd PRD

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  52 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported Cohen & Steers Ltd Dur Pfd Fd PRD (LDP) in 52 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.14% in 2024 Q2. The latest visible filing shows LDP at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LDP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in Cohen & Steers Ltd Dur Pfd Fd PRD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LDP was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LDP stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held LDP — position size vs. price
% of Fund (quarterly)    LDP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 50,393 -3,554 -6.6% 0.07% $1.1M 2026-02-14 (Est.) $21.22
2025 Q3 REDUCED 53,947 -945 -1.7% 0.08% $1.2M 2025-10-14 $20.67
2025 Q2 REDUCED 54,892 -27,258 -33.2% 0.08% $1.2M 2025-07-24 $19.85
2025 Q1 REDUCED 82,150 -6,628 -7.5% 0.12% $1.7M 2025-04-14 $17.66
2024 Q4 REDUCED 88,778 -743 -0.8% 0.12% $1.8M 2025-01-22 $18.78
2024 Q3 UNCHANGED 89,521 — 0% 0.13% $1.9M 2024-10-16 $19.54
2024 Q2 REDUCED 89,521 -1,811 -2.0% 0.14% $1.8M 2024-07-12 $17.86
2024 Q1 UNCHANGED 91,332 — 0% 0.14% $1.8M 2024-04-12 $16.69
2023 Q4 UNCHANGED 91,332 — 0% 0.13% $1.7M 2024-01-08 $15.88
2023 Q3 UNCHANGED 91,332 — 0% 0.13% $1.6M 2023-10-10 $14.11
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LDP

As of 2025 Q4 — sorted by position size

Glaxis Capital Management, LLC 3Y 7Y 8.4% Platt Wealth Management LLC 1.75% Rareview Capital LLC 1.5% Oder Investment Management, LLC 3Y 1.13% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.89% Shaker Financial Services, LLC 3Y 7Y 0.63% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.43% Chicago Partners Investment Group LLC 3Y 7Y 0.24% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.11% EVERPAR ADVISORS LLC 0.1%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and LDP

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning LDP?

BALDWIN WEALTH PARTNERS LLC/MA reported LDP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LDP position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for LDP was 0.14% in 2024 Q2.

What is the latest reported LDP position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 50,393 shares, equal to 0.07% of portfolio, with an estimated market value of $1.1M.

What does the chart on this LDP ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly LDP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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