Skip to content
Disclosery

BSW Wealth Partners: ALL position timeline

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

BSW Wealth Partners held 3,062 ALL 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 3,062 shares
    Change vs previous 13F +262 shares

    0.08% of the 13F portfolio, value $728,490.

    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 2,800 shares
    Change vs previous 13F +33 shares

    0.07% of the 13F portfolio, value $580,480.

    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 2,767 shares
    Change vs previous 13F -201 shares

    0.07% of the 13F portfolio, value $575,879.

    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 2,968 shares
    Change vs previous 13F -2 shares

    0.08% of the 13F portfolio, value $637,007.

    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 2,970 shares
    Change vs previous 13F -15 shares

    0.08% of the 13F portfolio, value $597,820.

    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 2,985 shares
    Change vs previous 13F +19 shares

    0.09% of the 13F portfolio, value $618,032.

    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 2,966 shares
    Change vs previous 13F -11 shares

    0.08% of the 13F portfolio, value $571,749.

    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 2,977 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $564,522.

    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).