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Disclosery

BSW Wealth Partners: IVV position timeline

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

BSW Wealth Partners held 175,944 IVV 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 175,944 shares
    Change vs previous 13F -6,624 shares

    14.65% of the 13F portfolio, value $131,762,909.

    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 182,568 shares
    Change vs previous 13F -324 shares

    14.55% of the 13F portfolio, value $119,255,021.

    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 182,892 shares
    Change vs previous 13F -10,105 shares

    15.03% of the 13F portfolio, value $125,270,088.

    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 192,997 shares
    Change vs previous 13F +6,766 shares

    16.09% of the 13F portfolio, value $129,172,653.

    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 186,231 shares
    Change vs previous 13F +11,840 shares

    15.85% of the 13F portfolio, value $115,631,070.

    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 174,391 shares
    Change vs previous 13F -3,054 shares

    14.88% of the 13F portfolio, value $97,990,428.

    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 177,445 shares
    Change vs previous 13F +1,334 shares

    15.33% of the 13F portfolio, value $104,457,913.

    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 176,111 shares
    Change vs previous 13F not available

    15.24% of the 13F portfolio, value $101,584,424.

    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).