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Disclosery

BSW Wealth Partners: KDP position timeline

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

BSW Wealth Partners held 13,886 KDP 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 13,886 shares
    Change vs previous 13F +1,922 shares

    0.05% of the 13F portfolio, value $454,484.

    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 11,964 shares
    Change vs previous 13F +4,244 shares

    0.04% of the 13F portfolio, value $315,013.

    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 7,720 shares
    Change vs previous 13F -5,259 shares

    0.03% of the 13F portfolio, value $216,238.

    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 12,979 shares
    Change vs previous 13F +3,375 shares

    0.04% of the 13F portfolio, value $331,086.

    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 9,604 shares
    Change vs previous 13F +495 shares

    0.04% of the 13F portfolio, value $317,521.

    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 9,109 shares
    Change vs previous 13F +1,912 shares

    0.05% of the 13F portfolio, value $311,721.

    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 7,197 shares
    Change vs previous 13F -1,255 shares

    0.03% of the 13F portfolio, value $231,178.

    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 8,452 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $316,794.

    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).