Golden State Wealth Management, LLC

Position in ADAM — Adamas Trust, Inc.

CIK 1776033 SANTA ANA, CA

Position in ADAM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,296

+$19 QoQ

Shares Held

312

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Golden State Wealth Management, LLC holds $165,260 across 5 REIT - Mortgage names. ADAM ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	6,907	$146,083
2	SEVN	Seven Hills Realty Trust	982	$8,072
3	RWT	Redwood Trust Inc	1,058	$5,935
4	MFA	Mfa Financial, Inc.	300	$2,874
5	ADAM	Adamas Trust, Inc. This page	312	$2,296

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,296	312	0.0%	Shares	Sole	2026-04-28
2025-12-31	$2,277	312	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,174	312	0.0%	Shares	Sole	2025-11-03
2025-06-30	$2,090	312	0.0%	Shares	Sole	2025-08-06
2025-03-31	$2,024	312	0.0%	Shares	Sole	2025-04-24
2024-12-31	$1,890	312	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.