Fourth Dimension Wealth, LLC

Position in NLY — Annaly Capital Management Inc

CIK 2056691 MIDDLEBURG HEIGHTS, OH

Position in NLY

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$48,074

+$13,177 QoQ

Shares Held

2,150

+30.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#613

of 781 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Fourth Dimension Wealth, LLC holds $152,686 across 5 REIT - Mortgage names. NLY ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	5,000	$54,500
2	NLY	Annaly Capital Management Inc This page	2,150	$48,074
3	RITM	Rithm Capital Corp.	2,000	$18,780
4	STWD	Starwood Property Trust, Inc.	1,000	$16,380
5	ARI	Apollo Commercial Real Estate Finance, Inc.	1,400	$14,952

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,074	2,150	+30.3%	Shares	Sole	2026-07-31
2026-03-31	$34,897	1,650	+43.5%	Shares	Sole	2026-05-11
2025-12-31	$25,714	1,150	+76.9%	Shares	Sole	2026-02-04
2025-09-30	$13,136	650	0.0%	Shares	Sole	2025-11-04
2025-06-30	$12,233	650	+333.3%	Shares	Sole	2025-08-05
2025-03-31	$3,046	150	-93.0%	Shares	Sole	2025-04-23
2024-12-31	$39,345	2,150	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.