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Disclosery

BSW Wealth Partners: SMFG position timeline

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

BSW Wealth Partners held 13,993 SMFG 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 13,993 shares
    Change vs previous 13F -182 shares

    0.04% of the 13F portfolio, value $329,964.

    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 14,175 shares
    Change vs previous 13F -353 shares

    0.03% of the 13F portfolio, value $279,964.

    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 14,528 shares
    Change vs previous 13F -816 shares

    0.03% of the 13F portfolio, value $280,834.

    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 15,344 shares
    Change vs previous 13F -2,499 shares

    0.03% of the 13F portfolio, value $256,854.

    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 17,843 shares
    Change vs previous 13F -1,809 shares

    0.04% of the 13F portfolio, value $269,608.

    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 19,652 shares
    Change vs previous 13F +837 shares

    0.05% of the 13F portfolio, value $303,820.

    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 18,815 shares
    Change vs previous 13F +1,170 shares

    0.04% of the 13F portfolio, value $272,630.

    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 17,645 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $222,856.

    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).