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Disclosery

BSW Wealth Partners: EFA position timeline

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

BSW Wealth Partners held 51,715 EFA 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 51,715 shares
    Change vs previous 13F -3,872 shares

    0.6% of the 13F portfolio, value $5,372,134.

    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 55,587 shares
    Change vs previous 13F -2,331 shares

    0.66% of the 13F portfolio, value $5,399,179.

    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 57,918 shares
    Change vs previous 13F -812 shares

    0.67% of the 13F portfolio, value $5,561,832.

    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 58,730 shares
    Change vs previous 13F -2,481 shares

    0.68% of the 13F portfolio, value $5,483,598.

    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 61,211 shares
    Change vs previous 13F -6,801 shares

    0.75% of the 13F portfolio, value $5,471,686.

    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 68,012 shares
    Change vs previous 13F -1,857 shares

    0.84% of the 13F portfolio, value $5,558,613.

    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 69,869 shares
    Change vs previous 13F -3,334 shares

    0.78% of the 13F portfolio, value $5,282,823.

    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 73,203 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $6,121,984.

    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).