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Disclosery

BSW Wealth Partners: IEMG position timeline

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

BSW Wealth Partners held 223,409 IEMG 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 223,409 shares
    Change vs previous 13F -1,034 shares

    2.06% of the 13F portfolio, value $18,507,209.

    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 224,443 shares
    Change vs previous 13F -4,253 shares

    1.91% of the 13F portfolio, value $15,654,875.

    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 228,696 shares
    Change vs previous 13F -12,526 shares

    1.84% of the 13F portfolio, value $15,372,927.

    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 241,222 shares
    Change vs previous 13F +9,287 shares

    1.98% of the 13F portfolio, value $15,901,330.

    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 231,935 shares
    Change vs previous 13F -675 shares

    1.91% of the 13F portfolio, value $13,923,035.

    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 232,610 shares
    Change vs previous 13F -1,083 shares

    1.91% of the 13F portfolio, value $12,553,948.

    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 233,693 shares
    Change vs previous 13F -6,272 shares

    1.79% of the 13F portfolio, value $12,203,451.

    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 239,965 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $13,776,377.

    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).