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Fourth Dimension Wealth, LLC

SEC CIK
0002056691
Latest filing
Jul 31, 2026

NLY holding history

Annaly Capital Management Inc in every 13F filed by Fourth Dimension Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NLY overviewAll 13F holders of NLYFull Q2 2026 holdings

Shares (Q2 2026)
2,150
Value
$48.1K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of NLY by Fourth Dimension Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,150$48.1K<0.1%+500+30.3%AddedHolders
Q1 20261,650$34.9K<0.1%+500+43.5%AddedHolders
Q4 20251,150$25.7K<0.1%+500+76.9%AddedHolders
Q3 2025650$13.1K<0.1%00.0%UnchangedHolders
Q2 2025650$12.2K<0.1%+500+333.3%AddedHolders
Q1 2025150$3.05K<0.1%−2,000−93.0%ReducedHolders
Q4 20242,150$39.3K<0.1%–No prior filingHolders