Position in DX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$595,849
+$252,427 QoQ
Shares Held
45,450
+68.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#121
of 289 holders
Holding Since
Sep 2024
8 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, 2026PDS Planning, Inc holds $595,849 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
|
45,450 | $595,849 |
All Filings in DX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,849 | 45,450 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $343,422 | 26,914 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $608,650 | 43,444 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $449,568 | 36,580 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $379,822 | 31,082 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $331,319 | 25,447 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $200,148 | 15,822 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $182,289 | 14,286 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||