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New York Mortgage Tr shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in New York Mortgage Tr by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 2.4k 7.30

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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

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