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Focused Wealth Management, Inc: STWD position timeline

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

Focused Wealth Management, Inc held 152,624 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 152,624 shares
    Change vs previous 13F -4,507 shares

    0.22% of the 13F portfolio, value $2,499,989.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 157,131 shares
    Change vs previous 13F -18,116 shares

    0.28% of the 13F portfolio, value $2,705,791.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 175,247 shares
    Change vs previous 13F -31,162 shares

    0.34% of the 13F portfolio, value $3,156,200.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 206,409 shares
    Change vs previous 13F +2,105 shares

    0.43% of the 13F portfolio, value $3,998,152.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 204,304 shares
    Change vs previous 13F +4,283 shares

    0.5% of the 13F portfolio, value $4,100,387.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 200,021 shares
    Change vs previous 13F +14,897 shares

    0.54% of the 13F portfolio, value $3,954,416.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 185,124 shares
    Change vs previous 13F +25,573 shares

    0.47% of the 13F portfolio, value $3,508,109.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, 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 159,551 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,251,642.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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