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Disclosery

BSW Wealth Partners: C position timeline

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

BSW Wealth Partners held 7,996 C 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 7,996 shares
    Change vs previous 13F -21 shares

    0.12% of the 13F portfolio, value $1,119,171.

    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 8,017 shares
    Change vs previous 13F -11 shares

    0.11% of the 13F portfolio, value $909,201.

    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 8,028 shares
    Change vs previous 13F -19 shares

    0.11% of the 13F portfolio, value $936,840.

    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 8,047 shares
    Change vs previous 13F +115 shares

    0.1% of the 13F portfolio, value $816,761.

    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 7,932 shares
    Change vs previous 13F +62 shares

    0.09% of the 13F portfolio, value $675,199.

    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 7,870 shares
    Change vs previous 13F -68 shares

    0.08% of the 13F portfolio, value $558,665.

    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 7,938 shares
    Change vs previous 13F +36 shares

    0.08% of the 13F portfolio, value $558,755.

    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 7,902 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $494,665.

    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).