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Disclosery

BSW Wealth Partners: ASX position timeline

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

BSW Wealth Partners held 37,193 ASX 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 37,193 shares
    Change vs previous 13F -1,786 shares

    0.19% of the 13F portfolio, value $1,678,144.

    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 38,979 shares
    Change vs previous 13F -15,019 shares

    0.1% of the 13F portfolio, value $845,063.

    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 53,998 shares
    Change vs previous 13F -82 shares

    0.1% of the 13F portfolio, value $869,367.

    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 54,080 shares
    Change vs previous 13F +4,889 shares

    0.07% of the 13F portfolio, value $599,747.

    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 49,191 shares
    Change vs previous 13F +1,950 shares

    0.07% of the 13F portfolio, value $508,144.

    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 47,241 shares
    Change vs previous 13F +768 shares

    0.06% of the 13F portfolio, value $413,832.

    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 46,473 shares
    Change vs previous 13F -207 shares

    0.07% of the 13F portfolio, value $467,983.

    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 46,680 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $455,598.

    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).