Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
LDP holding history
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LDP overviewAll 13F holders of LDPFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,400
- Value
- $241.2K
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,400 | $241.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 11,400 | $227.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 11,400 | $241.3K | <0.1% | −670−5.6% | Reduced | Holders |
| Q3 2025 | 12,070 | $261.6K | <0.1% | +670+5.9% | Added | Holders |
| Q2 2025 | 11,400 | $239.2K | <0.1% | −43−0.4% | Reduced | Holders |
| Q1 2025 | 11,443 | $233.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 11,443 | $231.1K | <0.1% | −13,140−53.5% | Reduced | Holders |
| Q3 2024 | 24,583 | $534.7K | <0.1% | +3,183+14.9% | Added | Holders |
| Q2 2024 | 21,400 | $425.9K | <0.1% | +1,368+6.8% | Added | Holders |
| Q1 2024 | 20,032 | $402.2K | <0.1% | −2,377−10.6% | Reduced | Holders |
| Q4 2023 | 22,409 | $413.0K | <0.1% | −12,002−34.9% | Reduced | Holders |
| Q3 2023 | 34,411 | $587.4K | <0.1% | +23,778+223.6% | Added | Holders |
| Q2 2023 | 10,633 | $193.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 10,633 | $189.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 10,633 | $202.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 10,633 | $192.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 10,633 | $210.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 10,633 | $244.0K | <0.1% | +10,633 | New | Holders |