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Disclosery

BSW Wealth Partners: ESGV position timeline

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

BSW Wealth Partners held 59,242 ESGV 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 59,242 shares
    Change vs previous 13F -358 shares

    0.87% of the 13F portfolio, value $7,834,163.

    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 59,600 shares
    Change vs previous 13F -502 shares

    0.82% of the 13F portfolio, value $6,691,292.

    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 60,102 shares
    Change vs previous 13F -3,979 shares

    0.87% of the 13F portfolio, value $7,269,938.

    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 64,081 shares
    Change vs previous 13F -5,101 shares

    0.95% of the 13F portfolio, value $7,589,797.

    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 69,182 shares
    Change vs previous 13F +13,076 shares

    1.04% of the 13F portfolio, value $7,585,114.

    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 56,106 shares
    Change vs previous 13F -8,970 shares

    0.83% of the 13F portfolio, value $5,495,583.

    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 65,076 shares
    Change vs previous 13F +658 shares

    1% of the 13F portfolio, value $6,825,823.

    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 64,418 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $6,548,090.

    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).