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Livermore
Livermore
ZHEN

Meridian Wealth Advisors, LLC

SEC CIK
0001768095
Latest filing
Aug 14, 2026

STWD holding history

Starwood Property Trust, Inc. in every 13F filed by Meridian Wealth Advisors, LLC, 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)
11,250
Value
$184.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STWD by Meridian Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,250$184.3K<0.1%00.0%UnchangedHolders
Q1 202611,250$193.7K<0.1%−2,700−19.4%ReducedHolders
Q4 202513,950$251.2K<0.1%00.0%UnchangedHolders
Q3 202513,950$270.2K<0.1%+50+0.4%AddedHolders
Q2 202513,900$279.0K<0.1%00.0%UnchangedHolders
Q1 202513,900$274.8K<0.1%00.0%UnchangedHolders
Q4 202413,900$263.4K<0.1%−2,500−15.2%ReducedHolders
Q3 202416,400$334.2K0.1%+1,000+6.5%AddedHolders
Q2 202415,400$291.7K0.1%−5,500−26.3%ReducedHolders
Q1 202420,900$424.9K0.1%00.0%UnchangedHolders
Q4 202320,900$439.3K0.1%−1,024−4.7%ReducedHolders
Q3 202321,924$424.2K0.1%+2,524+13.0%AddedHolders
Q2 202319,400$376.4K0.1%−2,000−9.3%ReducedHolders
Q1 202321,400$378.6K0.1%−4,500−17.4%ReducedHolders
Q4 202225,900$474.7K0.1%−5,100−16.5%ReducedHolders
Q3 202231,000$565.0K0.2%−1,500−4.6%ReducedHolders
Q2 202232,500$679.0K0.2%+20,000+160.0%AddedHolders
Q1 202212,500$302.0K0.1%+1,000+8.7%AddedHolders
Q4 202111,500$279.0K0.1%−2,500−17.9%ReducedHolders
Q3 202114,000$342.0K0.1%00.0%UnchangedHolders
Q2 202114,000$366.0K0.1%00.0%UnchangedHolders
Q1 202114,000$346.0K0.1%––Holders

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