Position in NLY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$660,424
New position
Shares Held
29,536
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#371
of 781 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Bison Wealth, LLC holds $802,700 across 3 REIT - Mortgage names. NLY ranks #1 (82.3% of the industry book) .
All Filings in NLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,424 | 29,536 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||