Skip to content
Disclosery

LPL Financial LLC: STWD position timeline

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

LPL Financial LLC held 918,372 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 918,372 shares
    Change vs previous 13F +198,601 shares

    <0.01% of the 13F portfolio, value $15,042,940.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 719,771 shares
    Change vs previous 13F -64,332 shares

    <0.01% of the 13F portfolio, value $12,394,453.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 784,103 shares
    Change vs previous 13F +92,851 shares

    <0.01% of the 13F portfolio, value $14,121,693.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 691,252 shares
    Change vs previous 13F +155,488 shares

    <0.01% of the 13F portfolio, value $13,389,546.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 535,764 shares
    Change vs previous 13F +39,561 shares

    <0.01% of the 13F portfolio, value $10,752,776.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 496,203 shares
    Change vs previous 13F +38,226 shares

    <0.01% of the 13F portfolio, value $9,809,933.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 457,977 shares
    Change vs previous 13F +10,136 shares

    <0.01% of the 13F portfolio, value $8,678,661.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 447,841 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,126,996.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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