One Charles Private Wealth Services, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1800938
HINGHAM, MA
Position in NLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$223,600
+$12,100 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#546
of 770 holders
Holding Since
Sep 2024
8 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, 2026One Charles Private Wealth Services, LLC holds $410,814 across 3 REIT - Mortgage names. NLY ranks #1 (54.4% of the industry book) .
All Filings in NLY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,600 | 10,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $211,500 | 10,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $223,600 | 10,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $202,847 | 10,037 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $188,200 | 10,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $203,100 | 10,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $183,000 | 10,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $200,700 | 10,000 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||