BSW Wealth Partners: LIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BSW Wealth Partners on LIN, newest first. How the timeline and the estimate are built.
BSW Wealth Partners held 3,488 LIN shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 3,488 sharesChange vs previous 13F -1,920 shares
0.2% of the 13F portfolio, value $1,810,141.
13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,408 sharesChange vs previous 13F -33 shares
0.33% of the 13F portfolio, value $2,681,135.
13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,441 sharesChange vs previous 13F -44 shares
0.28% of the 13F portfolio, value $2,320,035.
13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,485 sharesChange vs previous 13F +19 shares
0.32% of the 13F portfolio, value $2,605,417.
13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,466 sharesChange vs previous 13F +86 shares
0.35% of the 13F portfolio, value $2,564,570.
13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,380 sharesChange vs previous 13F -109 shares
0.38% of the 13F portfolio, value $2,505,165.
13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,489 sharesChange vs previous 13F -20 shares
0.34% of the 13F portfolio, value $2,298,087.
13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,509 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $2,627,022.
13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).