International Private Wealth Advisors LLC NLY ANNALY CAPITAL MANAGEMENT IN

Ownership history in International Private Wealth Advisors LLC  ·  5 quarters on record

AI Ownership Summary

International Private Wealth Advisors LLC reported ANNALY CAPITAL MANAGEMENT IN (NLY) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.56% in 2025 Q4. The latest visible filing shows NLY at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was International Private Wealth Advisors LLC's position in ANNALY CAPITAL MANAGEMENT IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NLY was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How International Private Wealth Advisors LLC held NLY — position size vs. price
% of Fund (quarterly)    NLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 40,081 +11,269 +39.1% 0.56% $896K 2026-01-14 $21.83
2025 Q3 ADDED 28,812 +12,513 +76.8% 0.37% $582K 2025-11-06 $19.61
2025 Q2 ADDED 16,299 +3,200 +24.4% 0.26% $307K 2025-07-11 $17.29
2025 Q1 ADDED 13,099 +464 +3.7% 0.25% $266K 2025-04-14 $15.07
2024 Q4 INITIATED 12,635 0.23% $231K 2025-01-29 $16.14

FAQ About International Private Wealth Advisors LLC and NLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has International Private Wealth Advisors LLC reported owning NLY?

International Private Wealth Advisors LLC reported NLY across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported NLY position in International Private Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for NLY was 0.56% in 2025 Q4.

What is the latest reported NLY position on this page?

The most recent filing on this page is 2025 Q4, when International Private Wealth Advisors LLC reported 40,081 shares, equal to 0.56% of portfolio, with an estimated market value of $896K.

What does the chart on this NLY ownership page compare?

The chart compares International Private Wealth Advisors LLC's quarterly NLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did International Private Wealth Advisors LLC time their NLY position?

Based on 13F filing dates vs. subsequent NLY price moves, International Private Wealth Advisors LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on NLY relative to SPY over the holding period was +17.3%.

← Back to International Private Wealth Advisors LLC Holdings