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INDEPENDENT FINANCIAL GROUP, LLC → NLY-PJ
INDEPENDENT FINANCIAL GROUP, LLC NLY-PJ Position History
Annaly Capital Management, Inc. • Financial Services
Quarters held
28
Latest value
$2.2M
Q3 2026
Peak value
$6.7M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $811K |
| Q2 2020 | $1.3M |
| Q3 2020 | $1.3M |
| Q4 2020 | $2M |
| Q1 2021 | $2.2M |
| Q2 2021 | $2.4M |
| Q3 2021 | $2.5M |
| Q4 2021 | $2.3M |
| Q1 2022 | $788K |
| Q2 2022 | $724K |
| Q3 2022 | $584K |
| Q4 2022 | $762K |
| Q1 2023 | $911K |
| Q2 2023 | $826K |
| Q3 2023 | $747K |
| Q4 2023 | $778K |
| Q1 2024 | $850K |
| Q2 2024 | $841K |
| Q3 2024 | $794K |
| Q4 2024 | $705K |
| Q1 2025 | $1.4M |
| Q2 2025 | $3.4M |
| Q3 2025 | $2M |
| Q4 2025 | $6.7M |
| Q1 2026 | $3.9M |
| Q1 2026 | $6.7M |
| Q2 2026 | $2M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 115.1K | — | — |
| Q2 2026 | $2M | 89.9K | — | — |
| Q1 2026 | $6.7M | 314.7K | — | — |
| Q1 2026 | $3.9M | 186.2K | — | — |
| Q4 2025 | $6.7M | 300.4K | — | — |
| Q3 2025 | $2M | 97.0K | — | — |
| Q2 2025 | $3.4M | 182.0K | — | — |
| Q1 2025 | $1.4M | 68.8K | — | — |
| Q4 2024 | $705K | 38.5K | — | — |
| Q3 2024 | $794K | 39.6K | — | — |
| Q2 2024 | $841K | 44.1K | — | — |
| Q1 2024 | $850K | 43.2K | — | — |
| Q4 2023 | $778K | 40.2K | — | — |
| Q3 2023 | $747K | 39.7K | — | — |
| Q2 2023 | $826K | 41.3K | — | — |
| Q1 2023 | $911K | 47.7K | — | — |
| Q4 2022 | $762K | 36.1K | — | — |
| Q3 2022 | $584K | 34.0K | — | — |
| Q2 2022 | $724K | 122.5K | — | — |
| Q1 2022 | $788K | 111.9K | — | — |
| Q4 2021 | $2.3M | 299.6K | — | — |
| Q3 2021 | $2.5M | 294.0K | — | — |
| Q2 2021 | $2.4M | 265.2K | — | — |
| Q1 2021 | $2.2M | 256.2K | — | — |
| Q4 2020 | $2M | 240.3K | — | — |
| Q3 2020 | $1.3M | 189.5K | — | — |
| Q2 2020 | $1.3M | 191.2K | — | — |
| Q1 2020 | $811K | 159.9K | — | — |
Other funds holding NLY-PJ
$1.3B
$1.1B
$1.1B
$1.1B
$679.5M
$679.5M
$628.8M