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Disclosery

Frank, Rimerman Advisors LLC: STWD position timeline

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

Frank, Rimerman Advisors LLC held 0 STWD shares at 2025-12-31 per its 13F-HR filed 2026-01-15.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -31,927 shares

    13F-HR 0001172661-26-000203 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 31,927 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $618,426.

    13F-HR 0001172661-25-004566 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 31,927 shares
    Change vs previous 13F -24,962 shares

    0.04% of the 13F portfolio, value $640,775.

    13F-HR 0001172661-25-002995 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 56,889 shares
    Change vs previous 13F -7,756 shares

    0.09% of the 13F portfolio, value $1,124,696.

    13F-HR 0001172661-25-001659 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 64,645 shares
    Change vs previous 13F -909 shares

    0.09% of the 13F portfolio, value $1,225,023.

    13F-HR 0001172661-25-000600 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 65,554 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,335,991.

    13F-HR 0001172661-24-004348 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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