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Kovack Advisors, Inc.: STWD position timeline

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

Kovack Advisors, Inc. held 143,541 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 143,541 shares
    Change vs previous 13F +8,433 shares

    0.11% of the 13F portfolio, value $2,346,557.

    13F-HR 0001728321-26-000004 filed by Kovack 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 135,108 shares
    Change vs previous 13F +65,566 shares

    0.12% of the 13F portfolio, value $2,314,742.

    13F-HR 0001728321-26-000003 filed by Kovack 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/A 69,542 shares
    Change vs previous 13F +16,745 shares

    0.06% of the 13F portfolio, value $1,252,444.

    13F-HR/A 0001728321-26-000002 filed by Kovack 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 52,797 shares
    Change vs previous 13F -573 shares

    0.1% of the 13F portfolio, value $1,022,678.

    13F-HR 0001728321-25-000005 filed by Kovack 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 53,370 shares
    Change vs previous 13F -2,337 shares

    0.1% of the 13F portfolio, value $1,071,136.

    13F-HR 0001085146-25-004483 filed by Kovack 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 55,707 shares
    Change vs previous 13F +725 shares

    0.12% of the 13F portfolio, value $1,101,327.

    13F-HR 0001085146-25-002653 filed by Kovack 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 54,982 shares
    Change vs previous 13F +2,098 shares

    0.1% of the 13F portfolio, value $1,041,909.

    13F-HR 0001085146-25-000776 filed by Kovack 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 52,884 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,077,776.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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