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Disclosery

BSW Wealth Partners: DELL position timeline

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

BSW Wealth Partners held 12,050 DELL 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 12,050 shares
    Change vs previous 13F -7,310 shares

    0.58% of the 13F portfolio, value $5,199,267.

    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 19,360 shares
    Change vs previous 13F -1,894 shares

    0.39% of the 13F portfolio, value $3,177,615.

    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 21,254 shares
    Change vs previous 13F +5,861 shares

    0.32% of the 13F portfolio, value $2,675,488.

    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 15,393 shares
    Change vs previous 13F -4,184 shares

    0.27% of the 13F portfolio, value $2,182,297.

    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 19,577 shares
    Change vs previous 13F +2,097 shares

    0.33% of the 13F portfolio, value $2,400,159.

    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 17,480 shares
    Change vs previous 13F +5,283 shares

    0.24% of the 13F portfolio, value $1,593,307.

    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 12,197 shares
    Change vs previous 13F +303 shares

    0.21% of the 13F portfolio, value $1,405,582.

    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 11,894 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,409,915.

    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).