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Disclosery

BSW Wealth Partners: VEA position timeline

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

BSW Wealth Partners held 141,334 VEA 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 141,334 shares
    Change vs previous 13F -6,558 shares

    1.12% of the 13F portfolio, value $10,070,042.

    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 147,892 shares
    Change vs previous 13F -3,658 shares

    1.16% of the 13F portfolio, value $9,476,929.

    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 151,550 shares
    Change vs previous 13F +5,123 shares

    1.14% of the 13F portfolio, value $9,467,307.

    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 146,427 shares
    Change vs previous 13F +569 shares

    1.09% of the 13F portfolio, value $8,773,908.

    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 145,858 shares
    Change vs previous 13F +22,470 shares

    1.14% of the 13F portfolio, value $8,315,349.

    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 123,388 shares
    Change vs previous 13F +6,910 shares

    0.95% of the 13F portfolio, value $6,271,809.

    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 116,478 shares
    Change vs previous 13F +22,308 shares

    0.82% of the 13F portfolio, value $5,569,959.

    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 94,170 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,973,138.

    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).