New York Mortgage Tr shares owned by LPL Financial
Quarter-by-quarter ownership of New York Mortgage Tr (ADAM) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in New York Mortgage Tr
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All positions including New York Mortgage Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in New York Mortgage Tr by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76k | 11k | 6.97 |
| 2025-06-30 | $73k | 11k | 6.70 |
| 2025-03-31 | $67k | 10k | 6.49 |
| 2024-12-31 | $129k | 21k | 6.06 |
| 2023-09-30 | $112k | 13k | 8.49 |
| 2023-06-30 | $115k | 12k | 9.92 |
| 2023-03-31 | $106k | 11k | 9.96 |