LEVEL FOUR ADVISORY SERVICES, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1696715 DALLAS, TX

Position in AGNC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$310,181

+$196,562 QoQ

Shares Held

28,457

+151.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#380

of 698 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $1,010,528 across 4 REIT - Mortgage names. AGNC ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	27,155	$444,798
2	AGNC	AGNC Investment Corp. This page	28,457	$310,181
3	NLY	Annaly Capital Management Inc	9,231	$206,405
4	RWT	Redwood Trust Inc	10,368	$49,144

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,181	28,457	+151.2%	Shares	Sole	2026-08-10
2026-03-31	$113,619	11,328	-16.2%	Shares	Sole	2026-05-14
2025-12-31	$144,977	13,524	-1.4%	Shares	Sole	2026-02-13
2025-09-30	$134,260	13,714	+1.7%	Shares	Sole	2025-11-12
2025-06-30	$123,945	13,487	+1.0%	Shares	Sole	2025-08-13
2025-03-31	$127,969	13,358	+10.0%	Shares	Sole	2025-05-14
2024-12-31	$111,800	12,139	-3.9%	Shares	Sole	2025-02-12
2024-09-30	$132,120	12,631	+1.9%	Shares	Sole	2024-11-14
2024-06-30	$118,248	12,395	-14.2%	Shares	Sole	2024-08-09
2024-03-31	$143,084	14,453	0.0%	Shares	Sole	2024-05-13
2023-12-31	$141,783	14,453	-36.9%	Shares	Sole	2024-02-08
2023-09-30	$216,289	22,912	+58.6%	Shares	Sole	2023-11-13
2023-06-30	$146,337	14,446	+0.9%	Shares	Sole	2023-07-10
2023-03-31	$144,295	14,315	-12.0%	Shares	Sole	2023-06-05
2021-12-31	$244,700	16,270	-49.9%	Shares	Sole	2022-02-11
2021-06-30	$548,587	32,480	-2.2%	Shares	Sole	2021-08-09
2021-03-31	$556,432	33,200	+3.1%	Shares	Sole	2021-05-10
2020-12-31	$502,320	32,200	+17.5%	Shares	Sole	2021-02-10
2020-09-30	$381,134	27,400	-17.3%	Shares	Sole	2020-11-02
2020-06-30	$427,518	33,141	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.