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Disclosery

BSW Wealth Partners: AVUS position timeline

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

BSW Wealth Partners held 357,436 AVUS 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 357,436 shares
    Change vs previous 13F -8,038 shares

    5.09% of the 13F portfolio, value $45,780,394.

    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 365,474 shares
    Change vs previous 13F +2,306 shares

    4.96% of the 13F portfolio, value $40,633,447.

    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 363,168 shares
    Change vs previous 13F -19,346 shares

    4.87% of the 13F portfolio, value $40,594,893.

    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 382,514 shares
    Change vs previous 13F +16,614 shares

    5.18% of the 13F portfolio, value $41,579,322.

    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 365,900 shares
    Change vs previous 13F +23,253 shares

    5.06% of the 13F portfolio, value $36,890,019.

    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 342,647 shares
    Change vs previous 13F -3,825 shares

    4.81% of the 13F portfolio, value $31,653,702.

    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 346,472 shares
    Change vs previous 13F +15,029 shares

    4.93% of the 13F portfolio, value $33,583,600.

    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 331,443 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $31,536,833.

    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).