Golden State Wealth Management, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1776033
SANTA ANA, CA
Position in NLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$154,440
+$8,357 QoQ
Shares Held
6,907
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#582
of 781 holders
Holding Since
Mar 2020
9 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, 2026Golden State Wealth Management, LLC holds $163,664 across 3 REIT - Mortgage names. NLY ranks #1 (94.4% of the industry book) .
All Filings in NLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,440 | 6,907 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $146,083 | 6,907 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $120,900 | 5,407 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $109,275 | 5,407 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $101,759 | 5,407 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,538 | 125 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,287 | 125 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $48,124 | 6,759 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $46,476 | 9,167 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||