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Accel Wealth Management: STWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accel Wealth Management on STWD, newest first. How the timeline and the estimate are built.

Accel Wealth Management held 39,345 STWD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,345 shares
    Change vs previous 13F -3,474 shares

    0.15% of the 13F portfolio, value $644,473.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,819 shares
    Change vs previous 13F +295 shares

    0.19% of the 13F portfolio, value $737,341.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,524 shares
    Change vs previous 13F +501 shares

    0.21% of the 13F portfolio, value $765,859.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,023 shares
    Change vs previous 13F +316 shares

    0.24% of the 13F portfolio, value $813,979.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,707 shares
    Change vs previous 13F -394 shares

    0.28% of the 13F portfolio, value $837,066.

    13F-HR 0001838226-25-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,101 shares
    Change vs previous 13F +112 shares

    0.3% of the 13F portfolio, value $832,334.

    13F-HR 0001838226-25-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,989 shares
    Change vs previous 13F +197 shares

    0.3% of the 13F portfolio, value $795,695.

    13F-HR 0001838226-25-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,792 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $851,719.

    13F-HR 0001838226-24-000005 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).