Position in RC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,790
+$537 QoQ
Shares Held
3,880
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 232 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in RC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $49,863 across 5 REIT - Mortgage names. RC ranks #3 (13.6% of the industry book) .
All Filings in RC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,790 | 3,880 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,253 | 3,860 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,373 | 3,841 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,245 | 3,681 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $15,631 | 3,577 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $18,206 | 3,577 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||