Platt Wealth Management LLC

SEC CIK: 0002109497
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

LDP holding history

Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. in every 13F filed by Platt Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LDP overview All 13F holders of LDP Full Q2 2026 holdings

Shares (Q2 2026): 74,662
Value: $1.58M
% of portfolio: 1.3%
Quarters held: 3; Since Q4 2025

Holdings of LDP by Platt Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	74,662	$1.58M	1.3%	−204−0.3%	Reduced	Holders
Q1 2026	74,866	$1.50M	1.5%	−8,390−10.1%	Reduced	Holders
Q4 2025	83,256	$1.76M	1.7%	–	No prior filing	Holders