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Disclosery

BSW Wealth Partners: NULV position timeline

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

BSW Wealth Partners held 61,429 NULV 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 61,429 shares
    Change vs previous 13F -25,015 shares

    0.34% of the 13F portfolio, value $3,070,836.

    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 86,444 shares
    Change vs previous 13F -4,666 shares

    0.48% of the 13F portfolio, value $3,933,202.

    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 91,110 shares
    Change vs previous 13F -4,238 shares

    0.49% of the 13F portfolio, value $4,104,506.

    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 95,348 shares
    Change vs previous 13F -586 shares

    0.52% of the 13F portfolio, value $4,178,817.

    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 95,934 shares
    Change vs previous 13F -25,114 shares

    0.55% of the 13F portfolio, value $4,021,074.

    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 121,048 shares
    Change vs previous 13F -16,372 shares

    0.74% of the 13F portfolio, value $4,901,234.

    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 137,420 shares
    Change vs previous 13F -8,330 shares

    0.79% of the 13F portfolio, value $5,410,226.

    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 145,750 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $6,080,690.

    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).