Congress Holdings

Most held

LOLDX

Lord Abbett Short Duration Income Class F3

Listed by 1 member on their latest annual reports (6 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Christopher R. Deluzio PA-17 Spouse JPM - IRA ⇒ Lord Abbett Short Duration Income Class F3 (LOLDX) MF $15,001 - $50,000 August 5, 2026
filing 10074671, p. 7
Christopher R. Deluzio PA-17 Member JPM - JPMS LLC IRA ⇒ Lord Abbett Short Duration Income Class F3 (LOLDX) MF $15,001 - $50,000 August 5, 2026
filing 10074671, p. 7
Christopher R. Deluzio PA-17 Spouse JPM - Roth IRA ⇒ Lord Abbett Short Duration Income Class F3 (LOLDX) MF $15,001 - $50,000 August 5, 2026
filing 10074671, p. 8
Christopher R. Deluzio PA-17 Spouse JPM SEP IRA ⇒ Lord Abbett Short Duration Income Class F3 (LOLDX) MF $15,001 - $50,000 August 5, 2026
filing 10074671, p. 10
Christopher R. Deluzio PA-17 Spouse JPM Brokerage ⇒ Lord Abbett Short Duration Income Class F3 (LOLDX) MF $1,001 - $15,000 August 5, 2026
filing 10074671, p. 9
Christopher R. Deluzio PA-17 Member JPM Roth IRA ⇒ Lord Abbett Short Duration Income Class F3 (LOLDX) MF $1,001 - $15,000 August 5, 2026
filing 10074671, p. 9

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Julie Johnson.

How the count is made: see Most held.