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Disclosery

BSW Wealth Partners: PEP position timeline

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

BSW Wealth Partners held 9,774 PEP 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 9,774 shares
    Change vs previous 13F -4,900 shares

    0.15% of the 13F portfolio, value $1,323,442.

    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 14,674 shares
    Change vs previous 13F +254 shares

    0.28% of the 13F portfolio, value $2,278,774.

    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 14,420 shares
    Change vs previous 13F -777 shares

    0.25% of the 13F portfolio, value $2,069,603.

    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 15,197 shares
    Change vs previous 13F -98 shares

    0.27% of the 13F portfolio, value $2,134,262.

    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 15,295 shares
    Change vs previous 13F +50 shares

    0.28% of the 13F portfolio, value $2,019,547.

    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 15,245 shares
    Change vs previous 13F -89 shares

    0.35% of the 13F portfolio, value $2,285,829.

    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 15,334 shares
    Change vs previous 13F -85 shares

    0.34% of the 13F portfolio, value $2,331,728.

    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 15,419 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,622,045.

    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).