Position in RWT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$49,144
-$14,843 QoQ
Shares Held
10,368
-9.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#162
of 226 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RWT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $1,010,528 across 4 REIT - Mortgage names. RWT ranks #4 (4.9% of the industry book) .
All Filings in RWT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,144 | 10,368 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $63,987 | 11,406 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $62,964 | 11,386 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $68,924 | 11,904 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $83,691 | 14,161 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $84,336 | 13,894 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $83,094 | 12,725 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $94,908 | 12,278 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $71,318 | 10,989 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $90,906 | 14,271 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $105,748 | 14,271 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $108,782 | 15,257 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $91,097 | 14,301 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $127,217 | 18,875 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $117,292 | 17,351 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||