Strait & Sound Wealth Management LLC
Position in NLY — Annaly Capital Management Inc
CIK 1966210
SAN FRANCISCO, CA
Position in NLY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,401,420
+$43,766 QoQ
Shares Held
66,261
+9.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Strait & Sound Wealth Management LLC holds $4,007,010 across 3 REIT - Mortgage names. NLY ranks #1 (35.0% of the industry book) .
All Filings in NLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,401,420 | 66,261 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,357,654 | 60,718 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,180,041 | 58,389 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,051,360 | 55,864 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $959,058 | 47,221 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $751,178 | 41,048 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $661,707 | 32,970 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $453,685 | 23,803 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $197,352 | 10,023 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $211,505 | 10,570 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $371,211 | 19,425 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $413,294 | 19,606 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||