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Cohen & Steers Ltd Dur Pfd I shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Cohen & Steers Ltd Dur Pfd I (LDP) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Cohen & Steers Ltd Dur Pfd I

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Ltd Dur Pfd I held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Ltd Dur Pfd I by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 975 19.97
2025-12-31 $21k 975 21.17
2025-09-30 $21k 975 21.67
2025-06-30 $21k 975 21.08
2025-03-31 $20k 975 20.41
2024-12-31 $20k 975 20.20