Position in LOAN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$269,224
-$11,054 QoQ
Shares Held
59,563
-5.4% QoQ
Ownership
0.521%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#2
of 11 holders
Holding Since
Dec 2024
7 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, 2026OLIO Financial Planning holds $269,224 across 1 REIT - Mortgage name. LOAN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAN |
Manhattan Bridge Capital, Inc
This page
|
59,563 | $269,224 |
All Filings in LOAN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,224 | 59,563 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $280,278 | 62,984 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $306,318 | 65,875 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $379,402 | 69,108 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $398,205 | 72,798 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $145,196 | 24,568 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $117,056 | 20,903 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||