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Disclosery

WealthTrust Axiom LLC: STWD position timeline

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

WealthTrust Axiom LLC held 50,216 STWD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,216 shares
    Change vs previous 13F +3,362 shares

    0.18% of the 13F portfolio, value $822,543.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 46,854 shares
    Change vs previous 13F +2,311 shares

    0.2% of the 13F portfolio, value $806,832.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 44,543 shares
    Change vs previous 13F +1,160 shares

    0.21% of the 13F portfolio, value $802,223.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 43,383 shares
    Change vs previous 13F +11,609 shares

    0.23% of the 13F portfolio, value $840,326.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 31,774 shares
    Change vs previous 13F +69 shares

    0.19% of the 13F portfolio, value $637,698.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 31,705 shares
    Change vs previous 13F +930 shares

    0.19% of the 13F portfolio, value $626,807.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 30,775 shares
    Change vs previous 13F +20,850 shares

    0.17% of the 13F portfolio, value $583,186.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 9,925 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $202,271.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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