Legacy Wealth Managment, LLC/ID
Position in NLY — Annaly Capital Management Inc
CIK 2045082
BOISE, ID
Position in NLY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$10,575
-$605 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Legacy Wealth Managment, LLC/ID holds $60,548 across 5 REIT - Mortgage names. NLY ranks #2 (17.5% of the industry book) .
All Filings in NLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,575 | 500 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $11,180 | 500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,105 | 500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,410 | 500 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||