Position in LOAN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,973,621
+$10,148 QoQ
Shares Held
436,642
-1.0% QoQ
Ownership
3.82%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#1
of 45 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOAN Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Melia Wealth LLC holds $7,134,492 across 5 REIT - Mortgage names. LOAN ranks #3 (27.7% of the industry book) .
All Filings in LOAN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,973,621 | 436,642 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,963,473 | 441,230 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,081,516 | 447,638 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,396,192 | 436,465 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,070,575 | 378,533 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,133,025 | 360,918 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,966,384 | 351,140 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,898,473 | 340,839 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,375,705 | 267,647 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $314,534 | 62,161 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||