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Disclosery

BSW Wealth Partners: QQQ position timeline

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

BSW Wealth Partners held 4,063 QQQ 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 4,063 shares
    Change vs previous 13F +648 shares

    0.33% of the 13F portfolio, value $2,991,871.

    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 3,415 shares
    Change vs previous 13F +127 shares

    0.24% of the 13F portfolio, value $1,971,310.

    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 3,288 shares
    Change vs previous 13F -360 shares

    0.24% of the 13F portfolio, value $2,019,968.

    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 3,648 shares
    Change vs previous 13F -35 shares

    0.27% of the 13F portfolio, value $2,189,900.

    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 3,683 shares
    Change vs previous 13F +27 shares

    0.28% of the 13F portfolio, value $2,031,466.

    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 3,656 shares
    Change vs previous 13F +63 shares

    0.26% of the 13F portfolio, value $1,714,428.

    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 3,593 shares
    Change vs previous 13F +500 shares

    0.27% of the 13F portfolio, value $1,836,912.

    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 3,093 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,509,814.

    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).