Rialto Wealth Management, LLC
Position in PMT — PennyMac Mortgage Investment Trust
CIK 2054966
SYRACUSE, NY
Position in PMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22,560
-$760 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#155
of 210 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Rialto Wealth Management, LLC holds $27,171 across 5 REIT - Mortgage names. PMT ranks #1 (83.0% of the industry book) .
All Filings in PMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,560 | 2,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,320 | 2,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,100 | 2,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $24,520 | 2,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $25,720 | 2,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $29,300 | 2,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $25,180 | 2,000 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||