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BSW Wealth Partners: MNST position timeline

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

BSW Wealth Partners held 7,210 MNST 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 7,210 shares
    Change vs previous 13F -643 shares

    0.08% of the 13F portfolio, value $693,026.

    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 7,853 shares
    Change vs previous 13F +1,490 shares

    0.07% of the 13F portfolio, value $569,029.

    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 6,363 shares
    Change vs previous 13F +2,602 shares

    0.06% of the 13F portfolio, value $487,852.

    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 3,761 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $253,153.

    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).