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Disclosery

BSW Wealth Partners: SPY position timeline

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

BSW Wealth Partners held 46,466 SPY 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 46,466 shares
    Change vs previous 13F +107 shares

    3.86% of the 13F portfolio, value $34,699,291.

    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 46,359 shares
    Change vs previous 13F -242 shares

    3.68% of the 13F portfolio, value $30,149,209.

    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 46,601 shares
    Change vs previous 13F -851 shares

    3.81% of the 13F portfolio, value $31,778,262.

    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 47,452 shares
    Change vs previous 13F -28 shares

    3.94% of the 13F portfolio, value $31,611,774.

    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 47,480 shares
    Change vs previous 13F +852 shares

    4.02% of the 13F portfolio, value $29,335,425.

    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 46,628 shares
    Change vs previous 13F -581 shares

    3.96% of the 13F portfolio, value $26,083,063.

    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 47,209 shares
    Change vs previous 13F -174 shares

    4.06% of the 13F portfolio, value $27,668,161.

    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 47,383 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $27,186,718.

    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).