Skip to content
Disclosery

BSW Wealth Partners: SPDW position timeline

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

BSW Wealth Partners held 16,192 SPDW 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 16,192 shares
    Change vs previous 13F -503 shares

    0.09% of the 13F portfolio, value $815,915.

    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 16,695 shares
    Change vs previous 13F +234 shares

    0.09% of the 13F portfolio, value $762,127.

    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 16,461 shares
    Change vs previous 13F -695 shares

    0.09% of the 13F portfolio, value $731,034.

    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 17,156 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $734,106.

    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 17,150 shares
    Change vs previous 13F -8,275 shares

    0.1% of the 13F portfolio, value $694,404.

    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 25,425 shares
    Change vs previous 13F -219 shares

    0.14% of the 13F portfolio, value $925,724.

    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 25,644 shares
    Change vs previous 13F -185 shares

    0.13% of the 13F portfolio, value $875,229.

    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 25,829 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $970,137.

    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).