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Disclosery

BSW Wealth Partners: AAPL position timeline

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

BSW Wealth Partners held 110,137 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,137 shares
    Change vs previous 13F -648 shares

    3.54% of the 13F portfolio, value $31,869,362.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 110,785 shares
    Change vs previous 13F +13,978 shares

    3.43% of the 13F portfolio, value $28,116,101.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 96,807 shares
    Change vs previous 13F -604 shares

    3.16% of the 13F portfolio, value $26,317,837.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 97,411 shares
    Change vs previous 13F +541 shares

    3.09% of the 13F portfolio, value $24,803,712.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 96,870 shares
    Change vs previous 13F -4,153 shares

    2.72% of the 13F portfolio, value $19,874,773.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 101,023 shares
    Change vs previous 13F -9,148 shares

    3.41% of the 13F portfolio, value $22,440,122.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 110,171 shares
    Change vs previous 13F +7,373 shares

    4.05% of the 13F portfolio, value $27,588,948.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 102,798 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $23,951,841.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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