BSW Wealth Partners: BSX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BSW Wealth Partners on BSX, newest first. How the timeline and the estimate are built.
BSW Wealth Partners held 5,794 BSX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 5,794 sharesChange vs previous 13F -2,077 shares
0.03% of the 13F portfolio, value $247,288.
13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,871 sharesChange vs previous 13F -129 shares
0.06% of the 13F portfolio, value $493,906.
13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,000 sharesChange vs previous 13F -473 shares
0.09% of the 13F portfolio, value $762,800.
13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,473 sharesChange vs previous 13F -194 shares
0.1% of the 13F portfolio, value $827,219.
13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,667 sharesChange vs previous 13F +188 shares
0.13% of the 13F portfolio, value $930,922.
13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,479 sharesChange vs previous 13F +559 shares
0.13% of the 13F portfolio, value $855,362.
13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,920 sharesChange vs previous 13F +267 shares
0.1% of the 13F portfolio, value $707,420.
13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,653 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $641,321.
13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).