Back to NLY-PJ
Simplicity Wealth,LLC → NLY-PJ
Simplicity Wealth,LLC NLY-PJ Position History
Annaly Capital Management, Inc. • Financial Services
Quarters held
5
Latest value
$2.4M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $2M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 127.6K | — | — |
| Q2 2026 | $2.8M | 124.3K | — | — |
| Q1 2026 | $1.8M | 85.3K | — | — |
| Q4 2025 | $2M | 89.1K | — | — |
| Q3 2025 | $1.4M | 68.1K | — | — |
Other funds holding NLY-PJ
$1.3B
$1.1B
$1.1B
$1.1B
$679.5M
$679.5M
$628.8M