Skip to content
Disclosery

BSW Wealth Partners: SCHA position timeline

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

BSW Wealth Partners held 11,990 SCHA 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 11,990 shares
    Change vs previous 13F +2,443 shares

    0.05% of the 13F portfolio, value $433,185.

    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 9,547 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $277,625.

    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 9,635 shares
    Change vs previous 13F -442 shares

    0.03% of the 13F portfolio, value $274,408.

    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 10,077 shares
    Change vs previous 13F +203 shares

    0.04% of the 13F portfolio, value $281,144.

    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 9,874 shares
    Change vs previous 13F -1,392 shares

    0.03% of the 13F portfolio, value $249,808.

    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 11,266 shares
    Change vs previous 13F -373 shares

    0.04% of the 13F portfolio, value $263,960.

    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 11,639 shares
    Change vs previous 13F +6,100 shares

    0.04% of the 13F portfolio, value $301,013.

    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 5,539 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $285,263.

    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).