Fourth Dimension Wealth, LLC

Position in ARI — Apollo Commercial Real Estate Finance, Inc.

CIK 2056691 MIDDLEBURG HEIGHTS, OH

Position in ARI

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

Position Value

$14,952

+$168 QoQ

Shares Held

1,400

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#229

of 281 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. ARI ranks #5 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	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. This page	1,400	$14,952

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,952	1,400	0.0%	Shares	Sole	2026-07-31
2026-03-31	$14,784	1,400	0.0%	Shares	Sole	2026-05-11
2025-12-31	$13,552	1,400	0.0%	Shares	Sole	2026-02-04
2025-09-30	$14,182	1,400	0.0%	Shares	Sole	2025-11-04
2025-06-30	$13,552	1,400	0.0%	Shares	Sole	2025-08-05
2025-03-31	$13,398	1,400	0.0%	Shares	Sole	2025-04-23
2024-12-31	$12,124	1,400	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.