Position in LOAN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$104,882
-$13,135 QoQ
Shares Held
23,204
-8.6% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#25
of 44 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOAN Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Rothschild Wealth LLC holds $270,801 across 2 REIT - Mortgage names. LOAN ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
15,222 | $165,919 | |
| 2 | LOAN |
Manhattan Bridge Capital, Inc
This page
|
23,204 | $104,882 |
All Filings in LOAN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,882 | 23,204 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $118,017 | 25,380 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||