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Disclosery

BSW Wealth Partners: RS position timeline

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

BSW Wealth Partners held 1,489 RS 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 1,489 shares
    Change vs previous 13F -820 shares

    0.06% of the 13F portfolio, value $556,198.

    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 2,309 shares
    Change vs previous 13F -7 shares

    0.09% of the 13F portfolio, value $701,817.

    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 2,316 shares
    Change vs previous 13F +129 shares

    0.08% of the 13F portfolio, value $668,996.

    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 2,187 shares
    Change vs previous 13F -39 shares

    0.08% of the 13F portfolio, value $614,308.

    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 2,226 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $698,790.

    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 2,227 shares
    Change vs previous 13F +12 shares

    0.1% of the 13F portfolio, value $643,004.

    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 2,215 shares
    Change vs previous 13F +422 shares

    0.09% of the 13F portfolio, value $596,294.

    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 1,793 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $518,632.

    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).