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Disclosery

Wealth Quarterback LLC: STWD position timeline

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

Wealth Quarterback LLC held 23,143 STWD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,143 shares
    Change vs previous 13F -2,787 shares

    0.12% of the 13F portfolio, value $379,087.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 25,930 shares
    Change vs previous 13F +1,520 shares

    0.18% of the 13F portfolio, value $446,517.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 24,410 shares
    Change vs previous 13F -93 shares

    0.16% of the 13F portfolio, value $439,625.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 24,503 shares
    Change vs previous 13F +3,970 shares

    0.18% of the 13F portfolio, value $474,627.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 20,533 shares
    Change vs previous 13F +3,366 shares

    0.2% of the 13F portfolio, value $412,106.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 17,167 shares
    Change vs previous 13F +2,350 shares

    0.19% of the 13F portfolio, value $339,387.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 14,817 shares
    Change vs previous 13F +518 shares

    0.13% of the 13F portfolio, value $280,777.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 14,299 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $291,412.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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