Beaird Harris Wealth Management, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1908938 DALLAS, TX

Position in NLY

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$11,180

+$605 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#677

of 781 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Beaird Harris Wealth Management, LLC holds $20,964 across 3 REIT - Mortgage names. NLY ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	500	$11,180
2	ORC	Orchid Island Capital, Inc.	1,354	$9,437
3	ADAM	Adamas Trust, Inc.	37	$347

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,180	500	0.0%	Shares	Sole	2026-07-08
2026-03-31	$10,575	500	0.0%	Shares	Sole	2026-05-14
2025-12-31	$11,180	500	0.0%	Shares	Sole	2026-02-23
2025-09-30	$10,105	500	0.0%	Shares	Sole	2025-11-13
2025-06-30	$9,410	500	0.0%	Shares	Sole	2025-08-14
2025-03-31	$10,155	500	0.0%	Shares	Sole	2025-05-15
2024-12-31	$9,150	500	0.0%	Shares	Sole	2025-02-10
2024-09-30	$10,035	500	-72.8%	Shares	Sole	2024-12-02
2024-06-30	$35,013	1,837	-35.2%	Shares	Sole	2024-08-15
2024-03-31	$55,860	2,837	+21.4%	Shares	Sole	2024-05-15
2023-12-31	$45,267	2,337	0.0%	Shares	Sole	2024-02-27
2023-09-30	$43,958	2,337	0.0%	Shares	Sole	2023-11-15
2023-06-30	$46,763	2,337	-13.5%	Shares	Sole	2023-07-26
2023-03-31	$51,654	2,703	+12.3%	Shares	Sole	2023-04-24
2022-12-31	$50,718	2,406	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$41,132	2,397	-73.5%	Shares	Sole	2022-11-02
2022-03-31	$63,775	9,059	0.0%	Shares	Sole	2022-05-27
2021-12-31	$70,841	9,059	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.