Position in DX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,885,296
+$949,287 QoQ
Shares Held
143,806
+96.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#73
of 289 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026WCG Wealth Advisors LLC holds $3,188,785 across 3 REIT - Mortgage names. DX ranks #1 (59.1% of the industry book) .
All Filings in DX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,885,296 | 143,806 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $936,009 | 73,355 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $867,233 | 61,901 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $455,455 | 37,059 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $352,021 | 28,807 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||