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Disclosery

BSW Wealth Partners: ESGD position timeline

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

BSW Wealth Partners held 55,813 ESGD 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 55,813 shares
    Change vs previous 13F +387 shares

    0.64% of the 13F portfolio, value $5,738,159.

    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 55,426 shares
    Change vs previous 13F -1,647 shares

    0.65% of the 13F portfolio, value $5,299,835.

    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 57,073 shares
    Change vs previous 13F -373 shares

    0.65% of the 13F portfolio, value $5,427,072.

    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 57,446 shares
    Change vs previous 13F -4,084 shares

    0.67% of the 13F portfolio, value $5,341,330.

    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 61,530 shares
    Change vs previous 13F -7,599 shares

    0.75% of the 13F portfolio, value $5,489,707.

    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 69,129 shares
    Change vs previous 13F -6,633 shares

    0.86% of the 13F portfolio, value $5,647,148.

    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 75,762 shares
    Change vs previous 13F +841 shares

    0.85% of the 13F portfolio, value $5,768,519.

    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 74,921 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $6,306,101.

    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).