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Disclosery

BSW Wealth Partners: EEM position timeline

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

BSW Wealth Partners held 37,381 EEM 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 37,381 shares
    Change vs previous 13F -966 shares

    0.28% of the 13F portfolio, value $2,557,213.

    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 38,347 shares
    Change vs previous 13F -583 shares

    0.27% of the 13F portfolio, value $2,177,722.

    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 38,930 shares
    Change vs previous 13F -155 shares

    0.26% of the 13F portfolio, value $2,129,856.

    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 39,085 shares
    Change vs previous 13F -1,425 shares

    0.26% of the 13F portfolio, value $2,087,135.

    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 40,510 shares
    Change vs previous 13F -6,974 shares

    0.27% of the 13F portfolio, value $1,954,206.

    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 47,484 shares
    Change vs previous 13F -8,042 shares

    0.32% of the 13F portfolio, value $2,075,051.

    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 55,526 shares
    Change vs previous 13F +7,020 shares

    0.34% of the 13F portfolio, value $2,322,103.

    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 48,506 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,224,496.

    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).