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New York Mortgage Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of New York Mortgage Tr (ADAM) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New York Mortgage Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 2.2k 6.97
2025-06-30 $14k 2.1k 6.70
2025-03-31 $2.1k 318 6.49
2024-12-31 $1.9k 321 6.06
2024-09-30 $4.4k 688 6.33
2024-06-30 $4.5k 688 6.48
2024-03-31 $3.3k 386 8.53
2023-12-31 $3.3k 386 8.53
2023-06-30 $6.7k 680 9.92

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View all positions for EverSource Wealth Advisors

Top funds holding New York Mortgage Tr

BlackRock
Vanguard Group
Allspring Global Investments Holdings
State Street Corporation
Invesco
Geode Capital Management
Mirae Asset Global Etfs Holdings
Charles Schwab Investment Management
Northern Trust
Morgan Stanley
Van Eck Associates Corp.
Bank of New York Mellon
Jpmorgan Chase & Co
Wolverine Asset Management
Two Sigma Investments

View all funds holding New York Mortgage Tr