Position in RC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,725
+$382 QoQ
Shares Held
14,700
-6.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 232 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $2,559,442 across 5 REIT - Mortgage names. RC ranks #5 (1.0% of the industry book) .
All Filings in RC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,725 | 14,700 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,343 | 15,644 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32,046 | 14,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $99,420 | 25,690 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $64,195 | 14,690 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $74,772 | 14,690 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||