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Disclosery

BSW Wealth Partners: LPL position timeline

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

BSW Wealth Partners held 72,262 LPL 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 72,262 shares
    Change vs previous 13F +29,583 shares

    0.03% of the 13F portfolio, value $281,100.

    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 42,679 shares
    Change vs previous 13F -3,732 shares

    0.02% of the 13F portfolio, value $165,595.

    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 46,411 shares
    Change vs previous 13F +1,291 shares

    0.02% of the 13F portfolio, value $195,391.

    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 45,120 shares
    Change vs previous 13F +27,423 shares

    0.03% of the 13F portfolio, value $235,527.

    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 17,697 shares
    Change vs previous 13F +4,298 shares

    0.01% of the 13F portfolio, value $60,524.

    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 13,399 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $41,671.

    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).