FLAGSHIP WEALTH ADVISORS, LLC
Position in NLY — Annaly Capital Management Inc
CIK 2036117
WAKEFIELD, MA
Position in NLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,832
+$26,307 QoQ
Shares Held
1,200
+4515.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#642
of 781 holders
Holding Since
Sep 2025
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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $108,582 across 2 REIT - Mortgage names. NLY ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
7,500 | $81,750 | |
| 2 | NLY |
Annaly Capital Management Inc
This page
|
1,200 | $26,832 |
All Filings in NLY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,832 | 1,200 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $525 | 26 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||