Position in ADAM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$473,690
New position
Shares Held
50,500
first reported quarter
Ownership
0.056%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#69
of 208 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Arete Wealth Advisors, LLC holds $473,690 across 1 REIT - Mortgage name. ADAM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADAM |
Adamas Trust, Inc.
This page
|
50,500 | $473,690 |
All Filings in ADAM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,690 | 50,500 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||