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New York Mortgage Tr shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in New York Mortgage Tr by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2k 312 6.97
2025-06-30 $2.1k 312 6.70
2025-03-31 $2.0k 312 6.49
2024-12-31 $1.9k 312 6.06

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

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