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Disclosery

BSW Wealth Partners: CB position timeline

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

BSW Wealth Partners held 1,528 CB 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 1,528 shares
    Change vs previous 13F -792 shares

    0.06% of the 13F portfolio, value $520,481.

    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 2,320 shares
    Change vs previous 13F +210 shares

    0.09% of the 13F portfolio, value $756,158.

    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 2,110 shares
    Change vs previous 13F +248 shares

    0.08% of the 13F portfolio, value $658,574.

    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 1,862 shares
    Change vs previous 13F -2 shares

    0.07% of the 13F portfolio, value $525,550.

    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 1,864 shares
    Change vs previous 13F -8 shares

    0.07% of the 13F portfolio, value $540,038.

    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 1,872 shares
    Change vs previous 13F -171 shares

    0.09% of the 13F portfolio, value $565,325.

    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 2,043 shares
    Change vs previous 13F -94 shares

    0.08% of the 13F portfolio, value $564,480.

    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 2,137 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $616,354.

    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).