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Edgemoor Investment Advisors, Inc.: STWD position timeline

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

Edgemoor Investment Advisors, Inc. held 229,987 STWD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,987 shares
    Change vs previous 13F +23,003 shares

    0.26% of the 13F portfolio, value $3,767,192.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, 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 206,984 shares
    Change vs previous 13F +12,460 shares

    0.28% of the 13F portfolio, value $3,564,278.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, 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 194,524 shares
    Change vs previous 13F -4,939 shares

    0.27% of the 13F portfolio, value $3,503,391.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, 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 199,463 shares
    Change vs previous 13F +6,386 shares

    0.3% of the 13F portfolio, value $3,863,613.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, 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 193,077 shares
    Change vs previous 13F +1,432 shares

    0.33% of the 13F portfolio, value $3,875,075.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, 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 191,645 shares
    Change vs previous 13F +5,288 shares

    0.35% of the 13F portfolio, value $3,788,834.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, 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 186,357 shares
    Change vs previous 13F -2,910 shares

    0.31% of the 13F portfolio, value $3,531,477.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, 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 189,267 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,857,267.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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