Cassaday & Co Wealth Management LLC
Position in NLY — Annaly Capital Management Inc
CIK 1963612
MCLEAN, VA
Position in NLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$447
+$24 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#764
of 781 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $67,090 across 4 REIT - Mortgage names. NLY ranks #4 (0.7% of the industry book) .
All Filings in NLY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447 | 20 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $423 | 20 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||