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Disclosery

BSW Wealth Partners: IWM position timeline

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

BSW Wealth Partners held 17,315 IWM 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 17,315 shares
    Change vs previous 13F -1,436 shares

    0.58% of the 13F portfolio, value $5,202,307.

    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 18,751 shares
    Change vs previous 13F +250 shares

    0.57% of the 13F portfolio, value $4,650,244.

    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 18,501 shares
    Change vs previous 13F -956 shares

    0.55% of the 13F portfolio, value $4,554,213.

    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 19,457 shares
    Change vs previous 13F -449 shares

    0.59% of the 13F portfolio, value $4,707,868.

    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 19,906 shares
    Change vs previous 13F -5,580 shares

    0.59% of the 13F portfolio, value $4,295,521.

    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 25,486 shares
    Change vs previous 13F -903 shares

    0.77% of the 13F portfolio, value $5,084,105.

    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 26,389 shares
    Change vs previous 13F -1,397 shares

    0.86% of the 13F portfolio, value $5,831,032.

    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 27,786 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $6,137,624.

    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).