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Disclosery

BSW Wealth Partners: AIG position timeline

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

BSW Wealth Partners held 3,441 AIG 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 3,441 shares
    Change vs previous 13F +56 shares

    0.03% of the 13F portfolio, value $256,447.

    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 3,385 shares
    Change vs previous 13F -972 shares

    0.03% of the 13F portfolio, value $254,687.

    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 4,357 shares
    Change vs previous 13F +70 shares

    0.04% of the 13F portfolio, value $372,744.

    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 4,287 shares
    Change vs previous 13F -1,678 shares

    0.04% of the 13F portfolio, value $336,662.

    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 5,965 shares
    Change vs previous 13F -160 shares

    0.07% of the 13F portfolio, value $510,529.

    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 6,125 shares
    Change vs previous 13F -937 shares

    0.08% of the 13F portfolio, value $532,530.

    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 7,062 shares
    Change vs previous 13F +277 shares

    0.08% of the 13F portfolio, value $514,104.

    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 6,785 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $496,888.

    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).