Kingsview Wealth Management, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1791965
GRANTS PASS, OR
Position in NLY
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$557,949
+$3,185 QoQ
Shares Held
24,953
-4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#395
of 781 holders
Holding Since
Mar 2020
13 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, 2026Kingsview Wealth Management, LLC holds $3,154,794 across 5 REIT - Mortgage names. NLY ranks #3 (17.7% of the industry book) .
All Filings in NLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,949 | 24,953 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $554,764 | 26,230 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $512,066 | 22,901 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $420,024 | 20,783 | Shares | Sole | 2025-11-12 | |
| 2022-03-31 | $306,831 | 43,584 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $307,748 | 39,354 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $295,154 | 35,054 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $298,865 | 33,656 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $292,881 | 34,056 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $318,565 | 37,700 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $243,617 | 34,216 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $228,110 | 34,773 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $176,299 | 34,773 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||