LEVEL FOUR ADVISORY SERVICES, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1696715
DALLAS, TX
Position in NLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$206,405
+$62,255 QoQ
Shares Held
9,231
+51.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#570
of 781 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $1,010,528 across 4 REIT - Mortgage names. NLY ranks #3 (20.4% of the industry book) .
All Filings in NLY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,405 | 9,231 | Shares | Sole | 2026-08-10 | |
| 2022-06-30 | $144,150 | 24,391 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $178,449 | 25,348 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $416,180 | 53,220 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $181,728 | 21,583 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $838,742 | 94,453 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $812,768 | 94,508 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $830,280 | 98,258 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $665,933 | 93,530 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $661,444 | 100,830 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $149,463 | 29,480 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||