Position in DX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,418
+$118 QoQ
Shares Held
337
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#264
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, 2026SWAN Capital LLC holds $41,232 across 4 REIT - Mortgage names. DX ranks #3 (10.7% of the industry book) .
All Filings in DX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,418 | 337 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,300 | 337 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,721 | 337 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,141 | 337 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,118 | 337 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||