PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in NLY — Annaly Capital Management Inc
CIK 1989941
LEAWOOD, KS
Position in NLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,673,370
+$3,099,641 QoQ
Shares Held
343,174
+58.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#110
of 781 holders
Holding Since
Mar 2024
7 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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $16,494,692 across 3 REIT - Mortgage names. NLY ranks #1 (46.5% of the industry book) .
All Filings in NLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,673,370 | 343,174 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,573,729 | 216,252 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $1,974,876 | 104,935 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,691,523 | 92,433 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,497,603 | 74,619 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,667,904 | 139,974 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,729,097 | 87,816 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||