HHM Wealth Advisors, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1750086
CHATTANOOGA, TN
Position in NLY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,472
+$242 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#716
of 781 holders
Holding Since
Mar 2020
9 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, 2026HHM Wealth Advisors, LLC holds $14,913 across 3 REIT - Mortgage names. NLY ranks #2 (30.0% of the industry book) .
All Filings in NLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,472 | 200 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,230 | 200 | Shares | Sole | 2026-04-17 | |
| 2021-09-30 | $3,368 | 400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,552 | 400 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,440 | 400 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,380 | 400 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,848 | 400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,624 | 400 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,028 | 400 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||