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Disclosery

BSW Wealth Partners: MSFT position timeline

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

BSW Wealth Partners held 15,173 MSFT 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 15,173 shares
    Change vs previous 13F -430 shares

    0.63% of the 13F portfolio, value $5,659,654.

    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 15,603 shares
    Change vs previous 13F +1,627 shares

    0.7% of the 13F portfolio, value $5,775,749.

    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 13,976 shares
    Change vs previous 13F -1,543 shares

    0.81% of the 13F portfolio, value $6,758,958.

    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 15,519 shares
    Change vs previous 13F -335 shares

    1% of the 13F portfolio, value $8,037,938.

    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 15,854 shares
    Change vs previous 13F -1,938 shares

    1.08% of the 13F portfolio, value $7,885,874.

    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 17,792 shares
    Change vs previous 13F -2,541 shares

    1.01% of the 13F portfolio, value $6,678,921.

    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 20,333 shares
    Change vs previous 13F +2,110 shares

    1.26% of the 13F portfolio, value $8,570,575.

    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 18,223 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $7,841,507.

    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).