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Disclosery

BSW Wealth Partners: AWK position timeline

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

BSW Wealth Partners held 5,130 AWK 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 5,130 shares
    Change vs previous 13F +110 shares

    0.08% of the 13F portfolio, value $675,013.

    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 5,020 shares
    Change vs previous 13F +875 shares

    0.08% of the 13F portfolio, value $683,179.

    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 4,145 shares
    Change vs previous 13F -855 shares

    0.06% of the 13F portfolio, value $540,972.

    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 5,000 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $695,958.

    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).