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Disclosery

BSW Wealth Partners: UMC position timeline

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

BSW Wealth Partners held 36,773 UMC 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 36,773 shares
    Change vs previous 13F -2,504 shares

    0.11% of the 13F portfolio, value $1,000,582.

    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 39,277 shares
    Change vs previous 13F -12,296 shares

    0.04% of the 13F portfolio, value $352,704.

    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 51,573 shares
    Change vs previous 13F +2,385 shares

    0.05% of the 13F portfolio, value $405,361.

    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 49,188 shares
    Change vs previous 13F +13,706 shares

    0.05% of the 13F portfolio, value $372,842.

    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 35,482 shares
    Change vs previous 13F -1,234 shares

    0.04% of the 13F portfolio, value $271,437.

    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 36,716 shares
    Change vs previous 13F +23,648 shares

    0.04% of the 13F portfolio, value $262,519.

    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 13,068 shares
    Change vs previous 13F -13,875 shares

    0.01% of the 13F portfolio, value $84,811.

    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 26,943 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $226,860.

    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).