Skip to content
Disclosery

RFG Advisory, LLC: STWD position timeline

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

RFG Advisory, LLC held 192,408 STWD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,408 shares
    Change vs previous 13F +2,784 shares

    0.05% of the 13F portfolio, value $3,151,641.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 189,624 shares
    Change vs previous 13F +1,827 shares

    0.06% of the 13F portfolio, value $3,265,324.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 187,797 shares
    Change vs previous 13F +18,121 shares

    0.06% of the 13F portfolio, value $3,382,227.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 169,676 shares
    Change vs previous 13F +1,888 shares

    0.07% of the 13F portfolio, value $3,286,617.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 167,788 shares
    Change vs previous 13F +3,684 shares

    0.08% of the 13F portfolio, value $3,367,499.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 164,104 shares
    Change vs previous 13F +12,270 shares

    0.09% of the 13F portfolio, value $3,244,334.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 151,834 shares
    Change vs previous 13F +4,344 shares

    0.08% of the 13F portfolio, value $2,877,255.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 147,490 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,005,848.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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