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Disclosery

HB Wealth Management, LLC: STWD position timeline

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

HB Wealth Management, LLC held 46,203 STWD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,203 shares
    Change vs previous 13F -10,678 shares

    <0.01% of the 13F portfolio, value $756,805.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 56,881 shares
    Change vs previous 13F -11,841 shares

    0.01% of the 13F portfolio, value $979,491.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 68,722 shares
    Change vs previous 13F -2,583 shares

    0.01% of the 13F portfolio, value $1,237,683.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 71,305 shares
    Change vs previous 13F +43,249 shares

    0.01% of the 13F portfolio, value $1,381,178.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 28,056 shares
    Change vs previous 13F -41,259 shares

    <0.01% of the 13F portfolio, value $563,084.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 69,315 shares
    Change vs previous 13F +57,849 shares

    0.01% of the 13F portfolio, value $1,370,358.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 11,466 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $217,281.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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