Beacon Financial Advisory LLC
Position in NLY — Annaly Capital Management Inc
CIK 1800502
Cleveland, OH
Position in NLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$389,309
-$31,999 QoQ
Shares Held
17,411
-12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#451
of 781 holders
Holding Since
Mar 2020
26 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, 2026Beacon Financial Advisory LLC holds $506,385 across 2 REIT - Mortgage names. NLY ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
This page
|
17,411 | $389,309 | |
| 2 | AGNC |
AGNC Investment Corp.
|
10,741 | $117,076 |
All Filings in NLY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,309 | 17,411 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $421,308 | 19,920 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $431,279 | 19,288 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $401,229 | 19,853 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $378,884 | 20,132 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $426,916 | 21,020 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $368,635 | 20,144 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $364,571 | 18,165 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $364,484 | 19,123 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $255,024 | 12,952 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $273,891 | 14,140 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $297,818 | 15,833 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $307,433 | 15,364 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $283,592 | 14,840 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $308,843 | 14,651 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $286,537 | 16,698 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $377,093 | 63,806 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $431,094 | 61,235 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $465,790 | 59,564 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $488,839 | 58,057 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $502,652 | 56,605 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $475,975 | 55,346 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $464,133 | 54,927 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $373,230 | 52,420 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $186,815 | 28,478 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $52,819 | 10,418 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||