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Disclosery

BSW Wealth Partners: NMR position timeline

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

BSW Wealth Partners held 84,749 NMR 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 84,749 shares
    Change vs previous 13F -9,725 shares

    0.08% of the 13F portfolio, value $744,100.

    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 94,474 shares
    Change vs previous 13F +8,754 shares

    0.09% of the 13F portfolio, value $745,397.

    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 85,720 shares
    Change vs previous 13F +4,839 shares

    0.09% of the 13F portfolio, value $719,194.

    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 80,881 shares
    Change vs previous 13F +3,518 shares

    0.07% of the 13F portfolio, value $588,006.

    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 77,363 shares
    Change vs previous 13F -1,997 shares

    0.07% of the 13F portfolio, value $509,049.

    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 79,360 shares
    Change vs previous 13F +2,327 shares

    0.07% of the 13F portfolio, value $488,063.

    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 77,033 shares
    Change vs previous 13F +1,078 shares

    0.07% of the 13F portfolio, value $446,021.

    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 75,955 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $396,487.

    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).