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Disclosery

BSW Wealth Partners: DLR position timeline

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

BSW Wealth Partners held 2,823 DLR 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 2,823 shares
    Change vs previous 13F +335 shares

    0.06% of the 13F portfolio, value $506,951.

    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 2,488 shares
    Change vs previous 13F +377 shares

    0.05% of the 13F portfolio, value $448,355.

    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 2,111 shares
    Change vs previous 13F +411 shares

    0.04% of the 13F portfolio, value $326,620.

    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 1,700 shares
    Change vs previous 13F +288 shares

    0.04% of the 13F portfolio, value $293,926.

    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 1,412 shares
    Change vs previous 13F -29 shares

    0.03% of the 13F portfolio, value $246,079.

    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 1,441 shares
    Change vs previous 13F +48 shares

    0.03% of the 13F portfolio, value $206,446.

    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 1,393 shares
    Change vs previous 13F +112 shares

    0.04% of the 13F portfolio, value $247,032.

    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 1,281 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,316.

    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).