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Disclosery

BSW Wealth Partners: BX position timeline

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

BSW Wealth Partners held 5,539 BX 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 5,539 shares
    Change vs previous 13F +291 shares

    0.07% of the 13F portfolio, value $651,812.

    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 5,248 shares
    Change vs previous 13F -770 shares

    0.07% of the 13F portfolio, value $603,501.

    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 6,018 shares
    Change vs previous 13F -309 shares

    0.11% of the 13F portfolio, value $927,652.

    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 6,327 shares
    Change vs previous 13F +251 shares

    0.13% of the 13F portfolio, value $1,081,003.

    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 6,076 shares
    Change vs previous 13F +116 shares

    0.12% of the 13F portfolio, value $908,874.

    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 5,960 shares
    Change vs previous 13F -236 shares

    0.13% of the 13F portfolio, value $833,108.

    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 6,196 shares
    Change vs previous 13F +1,642 shares

    0.16% of the 13F portfolio, value $1,068,315.

    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 4,554 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $697,354.

    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).