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Disclosery

BSW Wealth Partners: AOR position timeline

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

BSW Wealth Partners held 276,966 AOR 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 276,966 shares
    Change vs previous 13F +25,313 shares

    2.14% of the 13F portfolio, value $19,249,121.

    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 251,653 shares
    Change vs previous 13F +3,841 shares

    1.98% of the 13F portfolio, value $16,193,856.

    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 247,812 shares
    Change vs previous 13F +12,149 shares

    1.93% of the 13F portfolio, value $16,110,243.

    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 235,663 shares
    Change vs previous 13F +22,977 shares

    1.89% of the 13F portfolio, value $15,171,969.

    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 212,686 shares
    Change vs previous 13F +43,045 shares

    1.79% of the 13F portfolio, value $13,095,062.

    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 169,641 shares
    Change vs previous 13F +7,207 shares

    1.48% of the 13F portfolio, value $9,766,218.

    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 162,434 shares
    Change vs previous 13F -432 shares

    1.37% of the 13F portfolio, value $9,310,717.

    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 162,866 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $9,648,182.

    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).