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Disclosery

Fiduciary Group, LLC: STWD position timeline

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

Fiduciary Group, LLC held 47,621 STWD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,621 shares
    Change vs previous 13F +4,942 shares

    0.06% of the 13F portfolio, value $780,032.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
    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 42,679 shares
    Change vs previous 13F +8,373 shares

    0.06% of the 13F portfolio, value $734,932.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, LLC
    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 34,306 shares
    Change vs previous 13F +4,751 shares

    0.05% of the 13F portfolio, value $617,851.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, LLC
    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 29,555 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $572,480.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, LLC
    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 29,555 shares
    Change vs previous 13F +3,201 shares

    0.06% of the 13F portfolio, value $593,169.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
    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 26,354 shares
    Change vs previous 13F +3,015 shares

    0.05% of the 13F portfolio, value $521,019.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
    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 23,339 shares
    Change vs previous 13F +2,808 shares

    0.04% of the 13F portfolio, value $442,274.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, LLC
    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 20,531 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $418,422.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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