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BSW Wealth Partners: BALL position timeline

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

BSW Wealth Partners held 11,922 BALL 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 11,922 shares
    Change vs previous 13F -1,012 shares

    0.08% of the 13F portfolio, value $743,947.

    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 12,934 shares
    Change vs previous 13F +262 shares

    0.09% of the 13F portfolio, value $764,540.

    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 12,672 shares
    Change vs previous 13F -587 shares

    0.08% of the 13F portfolio, value $671,244.

    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 13,259 shares
    Change vs previous 13F +1,067 shares

    0.08% of the 13F portfolio, value $668,524.

    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 12,192 shares
    Change vs previous 13F -240 shares

    0.09% of the 13F portfolio, value $683,852.

    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 12,432 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $647,334.

    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 12,416 shares
    Change vs previous 13F -509 shares

    0.1% of the 13F portfolio, value $684,494.

    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 12,925 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $877,736.

    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).