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Disclosery

BSW Wealth Partners: EMSF position timeline

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

BSW Wealth Partners held 51,116 EMSF 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 51,116 shares
    Change vs previous 13F -7,575 shares

    0.24% of the 13F portfolio, value $2,172,440.

    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 58,691 shares
    Change vs previous 13F +6,533 shares

    0.22% of the 13F portfolio, value $1,823,302.

    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 52,158 shares
    Change vs previous 13F +29,481 shares

    0.18% of the 13F portfolio, value $1,479,281.

    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 22,677 shares
    Change vs previous 13F +4,723 shares

    0.08% of the 13F portfolio, value $663,194.

    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 17,954 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $496,069.

    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).