SEC 13F Intelligence

Platt Wealth Management LLC / LDP

Platt Wealth Management LLC’s Cohen & Steers Ltd Duration Position

Does Platt Wealth Management LLC own Cohen & Steers Ltd Duration (LDP)? Yes74.9K shares worth $1M (+1.46% of its 13F portfolio) as of Q1 2026, down from 83.3K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
74.9K
% of Portfolio
+1.46%
Quarters Held
2
currently held

Position History LDP

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202674.9K$1M+1.46%
Q4 202583.3K$2M+1.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Platt Wealth Management LLC’s full portfolio or all institutional holders of LDP.