Position in NLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,771
+$529 QoQ
Shares Held
437
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#673
of 770 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026JNBA Financial Advisors holds $39,290 across 4 REIT - Mortgage names. NLY ranks #2 (24.9% of the industry book) .
All Filings in NLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,771 | 437 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,242 | 437 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,771 | 437 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,831 | 437 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,343 | 709 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,399 | 709 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $12,974 | 709 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $14,229 | 709 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $13,513 | 709 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $13,960 | 709 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $13,733 | 709 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $13,336 | 709 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $14,187 | 709 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,931 | 729 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $14,945 | 709 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,166 | 709 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $16,790 | 2,841 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $20,000 | 2,841 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $22,216 | 2,841 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $23,921 | 2,841 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $25,228 | 2,841 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $24,432 | 2,841 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $24,006 | 2,841 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $20,227 | 2,841 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $18,636 | 2,841 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $14,403 | 2,841 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||