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Disclosery

BSW Wealth Partners: VBR position timeline

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

BSW Wealth Partners held 8,689 VBR 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 8,689 shares
    Change vs previous 13F +455 shares

    0.23% of the 13F portfolio, value $2,111,341.

    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 8,234 shares
    Change vs previous 13F +1,374 shares

    0.22% of the 13F portfolio, value $1,788,837.

    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 6,860 shares
    Change vs previous 13F -1,262 shares

    0.17% of the 13F portfolio, value $1,452,880.

    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 8,122 shares
    Change vs previous 13F +374 shares

    0.21% of the 13F portfolio, value $1,695,143.

    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 7,748 shares
    Change vs previous 13F +1,800 shares

    0.21% of the 13F portfolio, value $1,510,937.

    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 5,948 shares
    Change vs previous 13F -131 shares

    0.17% of the 13F portfolio, value $1,108,053.

    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 6,079 shares
    Change vs previous 13F +508 shares

    0.18% of the 13F portfolio, value $1,204,736.

    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 5,571 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,118,545.

    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).