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CAPTRUST FINANCIAL ADVISORS: STWD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 23,221 STWD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,221 shares
    Change vs previous 13F -1,560 shares

    <0.01% of the 13F portfolio, value $380,352.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 24,781 shares
    Change vs previous 13F +4,179 shares

    <0.01% of the 13F portfolio, value $426,720.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 20,602 shares
    Change vs previous 13F -30,550 shares

    <0.01% of the 13F portfolio, value $371,034.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 51,152 shares
    Change vs previous 13F +907 shares

    <0.01% of the 13F portfolio, value $990,824.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 50,245 shares
    Change vs previous 13F +37,121 shares

    <0.01% of the 13F portfolio, value $1,008,417.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 13,124 shares
    Change vs previous 13F +237 shares

    <0.01% of the 13F portfolio, value $259,461.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 12,887 shares
    Change vs previous 13F -247 shares

    <0.01% of the 13F portfolio, value $244,209.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 13,134 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $267,671.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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