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Disclosery

Carson Advisory Inc.: STWD position timeline

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

Carson Advisory Inc. held 39,857 STWD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,857 shares
    Change vs previous 13F -600 shares

    0.3% of the 13F portfolio, value $652,858.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    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 40,457 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $696,670.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    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 40,457 shares
    Change vs previous 13F -1,700 shares

    0.38% of the 13F portfolio, value $728,631.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    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 42,157 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $816,581.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    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 42,157 shares
    Change vs previous 13F -400 shares

    0.54% of the 13F portfolio, value $846,091.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    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 42,557 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $841,352.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    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 42,557 shares
    Change vs previous 13F -500 shares

    0.56% of the 13F portfolio, value $806,455.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    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 43,057 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $877,502.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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