Skip to content
Disclosery

BSW Wealth Partners: IJR position timeline

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

BSW Wealth Partners held 4,048 IJR 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 4,048 shares
    Change vs previous 13F -180 shares

    0.07% of the 13F portfolio, value $600,395.

    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 4,228 shares
    Change vs previous 13F -282 shares

    0.06% of the 13F portfolio, value $525,643.

    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 4,510 shares
    Change vs previous 13F -60 shares

    0.07% of the 13F portfolio, value $542,070.

    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 4,570 shares
    Change vs previous 13F -22 shares

    0.07% of the 13F portfolio, value $543,071.

    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 4,592 shares
    Change vs previous 13F -874 shares

    0.07% of the 13F portfolio, value $501,876.

    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 5,466 shares
    Change vs previous 13F +531 shares

    0.09% of the 13F portfolio, value $571,595.

    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 4,935 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $568,611.

    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 4,935 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $577,198.

    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).