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Livermore
Livermore
ZHEN

Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

STWD holding history

Starwood Property Trust, Inc. in every 13F filed by Focused Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STWD overviewAll 13F holders of STWDFull Q2 2026 holdings

Shares (Q2 2026)
152,624
Value
$2.50M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of STWD by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026152,624$2.50M0.2%−4,507−2.9%ReducedHolders
Q1 2026157,131$2.71M0.3%−18,116−10.3%ReducedHolders
Q4 2025175,247$3.16M0.3%−31,162−15.1%ReducedHolders
Q3 2025206,409$4.00M0.4%+2,105+1.0%AddedHolders
Q2 2025204,304$4.10M0.5%+4,283+2.1%AddedHolders
Q1 2025200,021$3.95M0.5%+14,897+8.0%AddedHolders
Q4 2024185,124$3.51M0.5%+25,573+16.0%AddedHolders
Q3 2024159,551$3.25M0.4%+3,542+2.3%AddedHolders
Q2 2024156,009$2.95M0.4%+10,788+7.4%AddedHolders
Q1 2024145,221$2.95M0.5%+3,571+2.5%AddedHolders
Q4 2023141,650$2.98M0.5%−1,807−1.3%ReducedHolders
Q3 2023143,457$2.78M0.5%+3,553+2.5%AddedHolders
Q2 2023139,904$2.71M0.5%+8,008+6.1%AddedHolders
Q1 2023131,896$2.33M0.5%+5,030+4.0%AddedHolders
Q4 2022126,866$2.33M0.5%+2,068+1.7%AddedHolders
Q3 2022124,798$2.27M0.5%+2,566+2.1%AddedHolders
Q2 2022122,232$2.55M0.5%+7,315+6.4%AddedHolders
Q1 2022114,917$2.78M0.4%+6,621+6.1%AddedHolders
Q4 2021108,296$2.63M0.4%+9,268+9.4%AddedHolders
Q3 202199,028$2.42M0.4%+6,976+7.6%AddedHolders
Q2 202192,052$2.41M0.4%−4,582−4.7%ReducedHolders
Q1 202196,634$2.39M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.