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Disclosery

BSW Wealth Partners: CIB position timeline

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

BSW Wealth Partners held 12,304 CIB 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 12,304 shares
    Change vs previous 13F -1,173 shares

    0.11% of the 13F portfolio, value $977,273.

    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 13,477 shares
    Change vs previous 13F -672 shares

    0.12% of the 13F portfolio, value $981,261.

    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 14,149 shares
    Change vs previous 13F -183 shares

    0.11% of the 13F portfolio, value $900,018.

    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 14,332 shares
    Change vs previous 13F -177 shares

    0.09% of the 13F portfolio, value $744,405.

    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 14,509 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $670,171.

    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).