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Disclosery

BSW Wealth Partners: IDEV position timeline

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

BSW Wealth Partners held 336,665 IDEV 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 336,665 shares
    Change vs previous 13F -5,369 shares

    3.33% of the 13F portfolio, value $29,966,575.

    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 342,034 shares
    Change vs previous 13F +1,369 shares

    3.49% of the 13F portfolio, value $28,583,788.

    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 340,665 shares
    Change vs previous 13F -6,342 shares

    3.37% of the 13F portfolio, value $28,098,055.

    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 347,007 shares
    Change vs previous 13F +31,662 shares

    3.46% of the 13F portfolio, value $27,819,577.

    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 315,345 shares
    Change vs previous 13F +13,251 shares

    3.29% of the 13F portfolio, value $23,978,858.

    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 302,094 shares
    Change vs previous 13F +10,811 shares

    3.16% of the 13F portfolio, value $20,811,222.

    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 291,283 shares
    Change vs previous 13F +23,485 shares

    2.76% of the 13F portfolio, value $18,778,986.

    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 267,798 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $18,968,106.

    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).