Fourth Dimension Wealth, LLC

Position in AGNC — AGNC Investment Corp.

CIK 2056691 MIDDLEBURG HEIGHTS, OH

Position in AGNC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$54,500

+$4,350 QoQ

Shares Held

5,000

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#563

of 698 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Fourth Dimension Wealth, LLC holds $152,686 across 5 REIT - Mortgage names. AGNC ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	5,000	$54,500
2	NLY	Annaly Capital Management Inc	2,150	$48,074
3	RITM	Rithm Capital Corp.	2,000	$18,780
4	STWD	Starwood Property Trust, Inc.	1,000	$16,380
5	ARI	Apollo Commercial Real Estate Finance, Inc.	1,400	$14,952

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,500	5,000	0.0%	Shares	Sole	2026-07-31
2026-03-31	$50,150	5,000	0.0%	Shares	Sole	2026-05-11
2025-12-31	$53,600	5,000	0.0%	Shares	Sole	2026-02-04
2025-09-30	$48,950	5,000	+78.6%	Shares	Sole	2025-11-04
2025-06-30	$25,732	2,800	0.0%	Shares	Sole	2025-08-05
2025-03-31	$26,824	2,800	0.0%	Shares	Sole	2025-04-23
2024-12-31	$25,788	2,800	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.