Position in ADAM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,926
+$630 QoQ
Shares Held
312
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 206 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADAM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Golden State Wealth Management, LLC holds $163,664 across 3 REIT - Mortgage names. ADAM ranks #3 (1.8% of the industry book) .
All Filings in ADAM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,926 | 312 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,296 | 312 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,277 | 312 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,174 | 312 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,090 | 312 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,024 | 312 | 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. | ||||||