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Disclosery

BSW Wealth Partners: AVES position timeline

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

BSW Wealth Partners held 186,691 AVES 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 186,691 shares
    Change vs previous 13F -5,834 shares

    1.36% of the 13F portfolio, value $12,246,954.

    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 192,525 shares
    Change vs previous 13F -643 shares

    1.41% of the 13F portfolio, value $11,547,663.

    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 193,168 shares
    Change vs previous 13F -7,209 shares

    1.35% of the 13F portfolio, value $11,263,614.

    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 200,377 shares
    Change vs previous 13F +6,290 shares

    1.43% of the 13F portfolio, value $11,495,658.

    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 194,087 shares
    Change vs previous 13F +10,989 shares

    1.42% of the 13F portfolio, value $10,392,434.

    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 183,098 shares
    Change vs previous 13F +1,936 shares

    1.31% of the 13F portfolio, value $8,634,902.

    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 181,162 shares
    Change vs previous 13F -3,501 shares

    1.23% of the 13F portfolio, value $8,369,662.

    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 184,663 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $9,628,329.

    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).