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Disclosery

BSW Wealth Partners: DOCN position timeline

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

BSW Wealth Partners held 1,456 DOCN 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 1,456 shares
    Change vs previous 13F -12,500 shares

    0.03% of the 13F portfolio, value $228,636.

    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 13,956 shares
    Change vs previous 13F -1,700 shares

    0.15% of the 13F portfolio, value $1,197,146.

    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 15,656 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $753,367.

    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 15,656 shares
    Change vs previous 13F +800 shares

    0.07% of the 13F portfolio, value $534,809.

    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 14,856 shares
    Change vs previous 13F -400 shares

    0.06% of the 13F portfolio, value $424,287.

    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 15,256 shares
    Change vs previous 13F +700 shares

    0.08% of the 13F portfolio, value $509,398.

    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 14,556 shares
    Change vs previous 13F +600 shares

    0.07% of the 13F portfolio, value $495,923.

    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 13,956 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $563,683.

    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).