David Rolfe - Wedgewood Partners Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Annaly Capital Management Inc (NLY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.05 SEC
2023   Q1 15,687 0.05 Reduce 13.86% <0.01 $19.06 $299,000 SEC
2022   Q4 18,211 0.07 Reduce 15.54% 0.01 $21.03 $383,000 SEC
2022   Q3 21,561 0.07 Reduce 73.46% 0.06 $17.11 $369,000 SEC
2022   Q2 81,250 0.08 $5.91 $480,000 SEC
2022   Q1 81,250 0.08 Reduce 14.92% 0.01 $7.04 $572,000 SEC
2021   Q4 95,500 0.10 $7.81 $746,000 SEC
2021   Q3 95,500 0.11 Reduce 2.55% <0.01 $8.42 $804,000 SEC
2021   Q2 98,000 0.13 $8.88 $870,000 SEC
2021   Q1 98,000 0.13 $8.59 $842,000 SEC
2020   Q4 98,000 0.12 $8.45 $828,000 SEC
2020   Q3 98,000 0.11 Add 1.29% <0.01 $7.11 $697,000 SEC
2020   Q2 96,750 0.11 Reduce 1.78% <0.01 $6.55 $634,000 SEC
2020   Q1 98,500 0.09 Add 20.49% 0.02 $5.07 $499,000 SEC
2019   Q4 81,750 0.08 Add 18.05% 0.01 $9.42 $770,000 SEC
2019   Q3 69,250 0.05 Add 14.46% <0.01 $8.79 $609,000 SEC
2019   Q2 60,500 0.05 Add 79.26% 0.02 $9.12 $552,000 SEC
2019   Q1 33,750 0.02 $9.99 $337,000 SEC
2018   Q4 33,750 0.02 Add 64.63% <0.01 $9.81 $331,000 SEC
2018   Q3 20,500 0.01 Reduce 9.39% <0.01 $10.20 $209,000 SEC
2018   Q2 22,625 0.01 $10.25 $232,000 SEC
2018   Q1 22,625 0.01 Reduce 12.56% <0.01 $10.39 $235,000 SEC
2017   Q4 25,875 0.01 $11.86 $307,000 SEC
2017   Q3 25,875 0.01 Reduce 18.18% <0.01 $12.17 $315,000 SEC
2017   Q2 31,625 0.01 Reduce 51.99% 0.01 $12.05 $381,000 SEC
2017   Q1 65,875 0.02 Reduce 15.95% <0.01 $11.10 $731,000 SEC
2016   Q4 78,375 0.02 Add 3.29% <0.01 $9.96 $781,000 SEC
2016   Q3 75,875 0.02 $10.49 $796,000 SEC
2016   Q2 75,875 0.02 Add 0.17% $11.06 $839,000 SEC
2016   Q1 75,750 0.01 Buy 0.01 $10.26 $777,000 SEC