MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in DX — Dynex Capital Inc
CIK 1607355
GLASTONBURY, CT
Position in DX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,263
+$1,155 QoQ
Shares Held
3,300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#228
of 289 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $87,942 across 6 REIT - Mortgage names. DX ranks #1 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DX |
Dynex Capital Inc
This page
|
3,300 | $43,263 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,730 | $18,857 | |
| 3 | NLY |
Annaly Capital Management Inc
|
550 | $12,298 | |
| 4 | CIM |
Chimera Investment Corp
|
461 | $6,149 | |
| 5 | TWO-PC |
Two Harbors Investment Corp.
|
375 | $4,653 | |
| 6 | EFC |
Ellington Financial Inc.
|
200 | $2,722 |
All Filings in DX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,263 | 3,300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $42,108 | 3,300 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,203 | 300 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||