Position in AGNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,450
+$435 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#641
of 698 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026High Point Wealth Management, LLC holds $21,700 across 3 REIT - Mortgage names. AGNC ranks #3 (25.1% of the industry book) .
All Filings in AGNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,450 | 500 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,015 | 500 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,360 | 500 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||