Skip to content
Disclosery

BSW Wealth Partners: COST position timeline

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

BSW Wealth Partners held 1,340 COST 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 1,340 shares
    Change vs previous 13F +61 shares

    0.14% of the 13F portfolio, value $1,253,539.

    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 1,279 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $1,274,157.

    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 1,267 shares
    Change vs previous 13F -90 shares

    0.13% of the 13F portfolio, value $1,092,856.

    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 1,357 shares
    Change vs previous 13F +4 shares

    0.16% of the 13F portfolio, value $1,256,008.

    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 1,353 shares
    Change vs previous 13F -3 shares

    0.18% of the 13F portfolio, value $1,339,835.

    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 1,356 shares
    Change vs previous 13F -11 shares

    0.19% of the 13F portfolio, value $1,282,525.

    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 1,367 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,253,182.

    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 1,367 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,212,148.

    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).