Position in NLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$911,952
-$23,575 QoQ
Shares Held
40,785
-7.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#322
of 781 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NLY Over Time
Shares Held
Position Value (USD)
Derivatives in NLY
reported options exposure · as of Dec 31, 2025CallValue
$44,720
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Savvy Advisors, Inc. holds $4,429,197 across 3 REIT - Mortgage names. NLY ranks #2 (20.6% of the industry book) .
All Filings in NLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,952 | 40,785 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $935,527 | 44,233 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $971,564 | 43,451 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $44,720 | 2,000 | Call | Sole | 2026-01-20 | |
| 2025-09-30 | $746,719 | 36,948 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $672,193 | 35,717 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $723,889 | 35,642 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $688,812 | 37,640 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $725,490 | 36,148 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $557,619 | 29,256 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||