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Disclosery

BSW Wealth Partners: ACN position timeline

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

BSW Wealth Partners held 2,447 ACN 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 2,447 shares
    Change vs previous 13F +173 shares

    0.03% of the 13F portfolio, value $304,505.

    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 2,274 shares
    Change vs previous 13F -23 shares

    0.06% of the 13F portfolio, value $450,930.

    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 2,297 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $616,283.

    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 2,287 shares
    Change vs previous 13F -1,371 shares

    0.07% of the 13F portfolio, value $564,071.

    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 3,658 shares
    Change vs previous 13F -450 shares

    0.15% of the 13F portfolio, value $1,093,235.

    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 4,108 shares
    Change vs previous 13F +13 shares

    0.19% of the 13F portfolio, value $1,281,911.

    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 4,095 shares
    Change vs previous 13F +18 shares

    0.21% of the 13F portfolio, value $1,440,499.

    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 4,077 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,441,281.

    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).