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Disclosery

BSW Wealth Partners: FNB position timeline

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

BSW Wealth Partners held 20,165 FNB 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 20,165 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $384,749.

    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 20,167 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $337,186.

    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 20,166 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $344,842.

    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 20,166 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $324,872.

    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 20,165 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $294,012.

    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 20,166 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $271,232.

    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 20,165 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $298,045.

    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 20,165 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $284,528.

    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).