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Disclosery

BSW Wealth Partners: IWF position timeline

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

BSW Wealth Partners held 16,806 IWF 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 16,806 shares
    Change vs previous 13F +12,782 shares

    0.23% of the 13F portfolio, value $2,086,782.

    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 4,024 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,715,767.

    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 4,024 shares
    Change vs previous 13F +5 shares

    0.23% of the 13F portfolio, value $1,904,485.

    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 4,019 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,882,466.

    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 4,019 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,706,320.

    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 4,019 shares
    Change vs previous 13F +550 shares

    0.22% of the 13F portfolio, value $1,451,164.

    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 3,469 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,393,017.

    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 3,469 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,302,134.

    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).