Position in RWT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$431
-$79 QoQ
Shares Held
91
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#214
of 226 holders
Holding Since
Sep 2024
8 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, 2026Bruce G. Allen Investments, LLC holds $96,305 across 4 REIT - Mortgage names. RWT ranks #4 (0.4% of the industry book) .
All Filings in RWT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431 | 91 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $510 | 91 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $497 | 90 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $526 | 91 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $543 | 92 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $558 | 92 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $600 | 92 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $602 | 78 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||