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Disclosery

BSW Wealth Partners: KB position timeline

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

BSW Wealth Partners held 8,265 KB 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 8,265 shares
    Change vs previous 13F +1,362 shares

    0.1% of the 13F portfolio, value $867,477.

    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 6,903 shares
    Change vs previous 13F +2,333 shares

    0.08% of the 13F portfolio, value $688,410.

    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 4,570 shares
    Change vs previous 13F +157 shares

    0.05% of the 13F portfolio, value $393,181.

    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 4,413 shares
    Change vs previous 13F +802 shares

    0.05% of the 13F portfolio, value $365,842.

    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 3,611 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $298,255.

    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).