NWF Advisory Services Inc.
Position in NLY — Annaly Capital Management Inc
CIK 2045735
Los Angeles, CA
Position in NLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$303,067
+$16,400 QoQ
Shares Held
13,554
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#497
of 781 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $520,105 across 3 REIT - Mortgage names. NLY ranks #1 (58.3% of the industry book) .
All Filings in NLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,067 | 13,554 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $286,667 | 13,554 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $303,067 | 13,554 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $290,902 | 14,394 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $252,075 | 13,394 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $244,146 | 12,021 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $255,541 | 13,964 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $232,189 | 11,569 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $226,947 | 11,907 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $234,448 | 11,907 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $230,638 | 11,907 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $229,989 | 12,227 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $248,924 | 12,440 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $237,728 | 12,440 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||