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Disclosery

BSW Wealth Partners: TS position timeline

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

BSW Wealth Partners held 6,964 TS 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 6,964 shares
    Change vs previous 13F -939 shares

    0.04% of the 13F portfolio, value $386,421.

    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 7,903 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $459,821.

    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 7,924 shares
    Change vs previous 13F +232 shares

    0.04% of the 13F portfolio, value $304,694.

    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 7,692 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $275,126.

    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).