DWR WEALTH MANAGEMENT, LLC
Position in LOAN — Manhattan Bridge Capital, Inc
CIK 2123012
SAN JOSE, CA
Position in LOAN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$229,362
-$156,795 QoQ
Shares Held
50,744
-41.5% QoQ
Ownership
0.444%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#3
of 11 holders
Holding Since
Dec 2025
3 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, 2026DWR WEALTH MANAGEMENT, LLC holds $229,362 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
|
50,744 | $229,362 |
All Filings in LOAN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,362 | 50,744 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $386,157 | 86,777 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $385,429 | 82,888 | Shares | Sole | 2026-04-01 | |
| No filing history on record for this holder in this stock. | ||||||