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Disclosery

BSW Wealth Partners: MGV position timeline

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

BSW Wealth Partners held 25,462 MGV 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 25,462 shares
    Change vs previous 13F -8,828 shares

    0.46% of the 13F portfolio, value $4,161,764.

    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 34,290 shares
    Change vs previous 13F -2,130 shares

    0.61% of the 13F portfolio, value $4,970,336.

    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 36,420 shares
    Change vs previous 13F -6,718 shares

    0.62% of the 13F portfolio, value $5,141,048.

    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 43,138 shares
    Change vs previous 13F -4,086 shares

    0.74% of the 13F portfolio, value $5,941,829.

    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 47,224 shares
    Change vs previous 13F -16,928 shares

    0.85% of the 13F portfolio, value $6,195,789.

    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 64,152 shares
    Change vs previous 13F -5,313 shares

    1.25% of the 13F portfolio, value $8,265,344.

    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 69,465 shares
    Change vs previous 13F -7,975 shares

    1.27% of the 13F portfolio, value $8,676,872.

    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 77,440 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $9,934,003.

    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).