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New York Mortgage Tr shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview 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 Kingsview 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $156k 21k 7.30

More positions owned by Kingsview Wealth Management

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Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Ishares Tr Core Us Aggbd Et (AGG)
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Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Microsoft Corporation (MSFT)
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View all positions for Kingsview Wealth Management

Top funds holding New York Mortgage Tr

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

View all funds holding New York Mortgage Tr