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Disclosery

BSW Wealth Partners: CL position timeline

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

BSW Wealth Partners held 3,479 CL 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 3,479 shares
    Change vs previous 13F -196 shares

    0.04% of the 13F portfolio, value $318,983.

    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 3,675 shares
    Change vs previous 13F -511 shares

    0.04% of the 13F portfolio, value $313,247.

    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 4,186 shares
    Change vs previous 13F +197 shares

    0.04% of the 13F portfolio, value $330,802.

    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 3,989 shares
    Change vs previous 13F -941 shares

    0.04% of the 13F portfolio, value $318,906.

    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 4,930 shares
    Change vs previous 13F -503 shares

    0.06% of the 13F portfolio, value $448,181.

    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 5,433 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $509,101.

    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 5,420 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $492,763.

    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 5,520 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $573,003.

    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).