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Disclosery

BSW Wealth Partners: T position timeline

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

BSW Wealth Partners held 30,614 T 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 30,614 shares
    Change vs previous 13F -1,381 shares

    0.07% of the 13F portfolio, value $633,717.

    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 31,995 shares
    Change vs previous 13F -5,648 shares

    0.11% of the 13F portfolio, value $927,550.

    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 37,643 shares
    Change vs previous 13F -1,138 shares

    0.11% of the 13F portfolio, value $935,048.

    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 38,781 shares
    Change vs previous 13F +1,433 shares

    0.14% of the 13F portfolio, value $1,095,171.

    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 37,348 shares
    Change vs previous 13F -141 shares

    0.15% of the 13F portfolio, value $1,080,842.

    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 37,489 shares
    Change vs previous 13F -266 shares

    0.16% of the 13F portfolio, value $1,060,179.

    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 37,755 shares
    Change vs previous 13F +5,340 shares

    0.13% of the 13F portfolio, value $859,705.

    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 32,415 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $713,130.

    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).