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BSW Wealth Partners: DOV position timeline

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

BSW Wealth Partners held 4,394 DOV 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 4,394 shares
    Change vs previous 13F -173 shares

    0.11% of the 13F portfolio, value $985,487.

    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 4,567 shares
    Change vs previous 13F +90 shares

    0.12% of the 13F portfolio, value $951,992.

    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 4,477 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $874,090.

    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 4,448 shares
    Change vs previous 13F -2,021 shares

    0.09% of the 13F portfolio, value $742,060.

    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 6,469 shares
    Change vs previous 13F +51 shares

    0.16% of the 13F portfolio, value $1,185,364.

    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 6,418 shares
    Change vs previous 13F +308 shares

    0.17% of the 13F portfolio, value $1,127,492.

    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 6,110 shares
    Change vs previous 13F +822 shares

    0.17% of the 13F portfolio, value $1,146,326.

    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 5,288 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,013,969.

    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).