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Disclosery

BSW Wealth Partners: META position timeline

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

BSW Wealth Partners held 5,130 META 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 5,130 shares
    Change vs previous 13F -233 shares

    0.32% of the 13F portfolio, value $2,889,465.

    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 5,363 shares
    Change vs previous 13F +264 shares

    0.37% of the 13F portfolio, value $3,068,081.

    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 5,099 shares
    Change vs previous 13F -243 shares

    0.4% of the 13F portfolio, value $3,365,471.

    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 5,342 shares
    Change vs previous 13F +511 shares

    0.49% of the 13F portfolio, value $3,923,391.

    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 4,831 shares
    Change vs previous 13F +63 shares

    0.49% of the 13F portfolio, value $3,566,020.

    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 4,768 shares
    Change vs previous 13F -15 shares

    0.42% of the 13F portfolio, value $2,748,302.

    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 4,783 shares
    Change vs previous 13F +182 shares

    0.41% of the 13F portfolio, value $2,800,689.

    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 4,601 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,633,619.

    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).