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Disclosery

BSW Wealth Partners: AVEM position timeline

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

BSW Wealth Partners held 210,863 AVEM 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 210,863 shares
    Change vs previous 13F +4,362 shares

    2.26% of the 13F portfolio, value $20,346,204.

    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 206,501 shares
    Change vs previous 13F -2,167 shares

    2.03% of the 13F portfolio, value $16,639,840.

    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 208,668 shares
    Change vs previous 13F -8,881 shares

    1.93% of the 13F portfolio, value $16,071,596.

    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 217,549 shares
    Change vs previous 13F +7,508 shares

    2.04% of the 13F portfolio, value $16,340,137.

    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 210,041 shares
    Change vs previous 13F +14,262 shares

    1.97% of the 13F portfolio, value $14,396,238.

    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 195,779 shares
    Change vs previous 13F +223 shares

    1.79% of the 13F portfolio, value $11,780,026.

    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 195,556 shares
    Change vs previous 13F -1,828 shares

    1.69% of the 13F portfolio, value $11,496,676.

    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 197,384 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $12,751,026.

    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).