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Kestra Advisory Services, LLC: STWD position timeline

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

Kestra Advisory Services, LLC held 397,343 STWD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 397,343 shares
    Change vs previous 13F -72,338 shares

    0.02% of the 13F portfolio, value $6,508,484.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 254,615 shares
    • Kestra Investment Management, LLC: 142,728 shares

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

  2. period ended2026-03-31
    13F 469,681 shares
    Change vs previous 13F +115,415 shares

    0.03% of the 13F portfolio, value $8,087,918.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 331,004 shares
    • Kestra Investment Management, LLC: 138,677 shares

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

  3. period ended2025-12-31
    13F 354,266 shares
    Change vs previous 13F +17,771 shares

    0.02% of the 13F portfolio, value $6,380,340.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 202,704 shares
    • Kestra Investment Management, LLC: 151,562 shares

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

  4. period ended2025-09-30
    13F 336,495 shares
    Change vs previous 13F -89,111 shares

    0.03% of the 13F portfolio, value $6,517,906.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 197,001 shares
    • Kestra Investment Management, LLC: 139,494 shares

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

  5. period ended2025-06-30
    13F/A 425,606 shares
    Change vs previous 13F +20,421 shares

    0.04% of the 13F portfolio, value $8,541,921.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 292,875 shares
    • Kestra Investment Management, LLC: 132,731 shares

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

  6. period ended2025-03-31
    13F/A 405,185 shares
    Change vs previous 13F +13,738 shares

    0.03% of the 13F portfolio, value $8,010,508.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 264,014 shares
    • Kestra Investment Management, LLC: 141,171 shares

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

  7. period ended2024-12-31
    13F 391,447 shares
    Change vs previous 13F +281,067 shares

    0.04% of the 13F portfolio, value $7,417,921.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 250,826 shares
    • Kestra Investment Management, LLC: 140,621 shares

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

  8. period ended2024-09-30
    13F 110,380 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,249,545.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 110,380 shares

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