Position in DX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$975,987
+$44,086 QoQ
Shares Held
74,446
+1.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#100
of 289 holders
Holding Since
Mar 2024
3 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, 2026Significant Wealth Partners LLC holds $2,748,921 across 3 REIT - Mortgage names. DX ranks #2 (35.5% of the industry book) .
All Filings in DX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,987 | 74,446 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $931,901 | 73,033 | Shares | Sole | 2026-04-08 | |
| 2024-03-31 | $1,185,800 | 95,245 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||