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Disclosery

BSW Wealth Partners: CRBN position timeline

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

BSW Wealth Partners held 55,343 CRBN 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 55,343 shares
    Change vs previous 13F +8,199 shares

    1.56% of the 13F portfolio, value $14,000,110.

    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 47,144 shares
    Change vs previous 13F +7,602 shares

    1.28% of the 13F portfolio, value $10,504,166.

    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 39,542 shares
    Change vs previous 13F +9,423 shares

    1.09% of the 13F portfolio, value $9,115,712.

    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 30,119 shares
    Change vs previous 13F +2,128 shares

    0.85% of the 13F portfolio, value $6,833,193.

    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 27,991 shares
    Change vs previous 13F +3,114 shares

    0.81% of the 13F portfolio, value $5,929,150.

    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 24,877 shares
    Change vs previous 13F +67 shares

    0.72% of the 13F portfolio, value $4,756,051.

    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 24,810 shares
    Change vs previous 13F +1,562 shares

    0.71% of the 13F portfolio, value $4,803,049.

    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 23,248 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,559,642.

    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).