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Disclosery

Norris Financial Group, LLC: STWD position timeline

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

Norris Financial Group, LLC held 16,254 STWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,254 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $266,241.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 16,254 shares
    Change vs previous 13F -70,848 shares

    0.09% of the 13F portfolio, value $279,894.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 87,102 shares
    Change vs previous 13F -5,281 shares

    0.53% of the 13F portfolio, value $1,568,707.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 92,383 shares
    Change vs previous 13F +77,783 shares

    0.65% of the 13F portfolio, value $1,789,459.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 14,600 shares
    Change vs previous 13F -1,500 shares

    0.12% of the 13F portfolio, value $293,022.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 16,100 shares
    Change vs previous 13F +2,000 shares

    0.15% of the 13F portfolio, value $318,297.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, 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 14,100 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $267,195.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, 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 14,100 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $287,358.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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