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Disclosery

BSW Wealth Partners: MUB position timeline

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

BSW Wealth Partners held 92,559 MUB 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 92,559 shares
    Change vs previous 13F -2,077 shares

    1.11% of the 13F portfolio, value $9,961,200.

    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 94,636 shares
    Change vs previous 13F -4,718 shares

    1.23% of the 13F portfolio, value $10,045,612.

    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 99,354 shares
    Change vs previous 13F +30,239 shares

    1.28% of the 13F portfolio, value $10,641,807.

    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 69,115 shares
    Change vs previous 13F -5,753 shares

    0.92% of the 13F portfolio, value $7,360,042.

    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 74,868 shares
    Change vs previous 13F +49,392 shares

    1.07% of the 13F portfolio, value $7,822,163.

    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 25,476 shares
    Change vs previous 13F -11,072 shares

    0.41% of the 13F portfolio, value $2,686,189.

    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 36,548 shares
    Change vs previous 13F +31,761 shares

    0.57% of the 13F portfolio, value $3,894,189.

    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 4,787 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $520,012.

    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).