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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

  1. period ended2026-06-30
    13F 3,488 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,408 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,441 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,485 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,466 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,380 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,489 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,509 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).