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New York Mortgage Tr shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in New York Mortgage Tr by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1k 298 6.97
2025-06-30 $2.0k 298 6.70
2025-03-31 $1.9k 298 6.49
2024-12-31 $1.8k 298 6.06