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Disclosery

BSW Wealth Partners: SCHE position timeline

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

BSW Wealth Partners held 10,953 SCHE 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 10,953 shares
    Change vs previous 13F -60 shares

    0.04% of the 13F portfolio, value $397,159.

    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 11,013 shares
    Change vs previous 13F +835 shares

    0.04% of the 13F portfolio, value $362,895.

    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 10,178 shares
    Change vs previous 13F -920 shares

    0.04% of the 13F portfolio, value $333,346.

    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 11,098 shares
    Change vs previous 13F -299 shares

    0.05% of the 13F portfolio, value $370,351.

    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 11,397 shares
    Change vs previous 13F -1,421 shares

    0.05% of the 13F portfolio, value $343,515.

    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 12,818 shares
    Change vs previous 13F +142 shares

    0.05% of the 13F portfolio, value $353,384.

    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 12,676 shares
    Change vs previous 13F -214 shares

    0.05% of the 13F portfolio, value $337,546.

    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 12,890 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $376,134.

    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).