Highline Wealth Partners
LDP icon

Highline Wealth Partners’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Highline Wealth Partners’s Portfolio LDP Stock Details LDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.61K Hold
290
– – ﹤0.01% 872
2026
Q2 		$6.14K Hold
290
– – ﹤0.01% 798
2026
Q1 		$5.79K Buy
290
+150
+107% +$3.15K ﹤0.01% 684
2025
Q4 		$2.96K Hold
140
– – ﹤0.01% 743
2025
Q3 		$3.03K Buy
+140
New +$3K ﹤0.01% 743

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Breachway Investments
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IWN
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LexAurum Advisors
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PMG Family Office
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Shaker Financial Services
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Smith Asset Management
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Toth Financial Advisory
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Highline Wealth Partners's LDP Position: Q3 2026 in Review

Highline Wealth Partners held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q3 2026 at 290 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Highline Wealth Partners first reported a position in LDP in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.14K in Q2 2026. 14 funds tracked by Wall St. Rank hold LDP as of Q3 2026.

  • Highline Wealth Partners held 290 shares of Cohen & Steers Duration Preferred & Income Fund worth $5.61K as of Q3 2026.
  • Highline Wealth Partners left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q3 2026.
  • Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #872 holding.
  • Highline Wealth Partners first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's Cohen & Steers Duration Preferred & Income Fund position peaked at $6.14K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.