Position in DX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$142,833
+$99,322 QoQ
Shares Held
10,895
+219.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#202
of 289 holders
Holding Since
Dec 2025
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, 2026IMG Wealth Management, Inc. holds $142,833 across 1 REIT - Mortgage name. DX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DX |
Dynex Capital Inc
This page
|
10,895 | $142,833 |
All Filings in DX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,833 | 10,895 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $43,511 | 3,410 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,653 | 2,188 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||