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Disclosery

BSW Wealth Partners: ACWI position timeline

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

BSW Wealth Partners held 30,930 ACWI 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 30,930 shares
    Change vs previous 13F -66 shares

    0.54% of the 13F portfolio, value $4,855,019.

    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 30,996 shares
    Change vs previous 13F -30 shares

    0.52% of the 13F portfolio, value $4,288,968.

    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 31,026 shares
    Change vs previous 13F +24 shares

    0.53% of the 13F portfolio, value $4,389,921.

    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 31,002 shares
    Change vs previous 13F +95 shares

    0.53% of the 13F portfolio, value $4,285,696.

    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 30,907 shares
    Change vs previous 13F +48 shares

    0.54% of the 13F portfolio, value $3,974,621.

    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 30,859 shares
    Change vs previous 13F -1 shares

    0.55% of the 13F portfolio, value $3,591,723.

    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 30,860 shares
    Change vs previous 13F +260 shares

    0.53% of the 13F portfolio, value $3,625,977.

    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 30,600 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,658,287.

    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).