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Disclosery

BSW Wealth Partners: VGIT position timeline

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

BSW Wealth Partners held 625,686 VGIT 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 625,686 shares
    Change vs previous 13F +69,802 shares

    4.1% of the 13F portfolio, value $36,902,983.

    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 555,884 shares
    Change vs previous 13F -8,176 shares

    4.04% of the 13F portfolio, value $33,102,896.

    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 564,060 shares
    Change vs previous 13F +23,287 shares

    4.06% of the 13F portfolio, value $33,804,094.

    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 540,773 shares
    Change vs previous 13F +40,226 shares

    4.04% of the 13F portfolio, value $32,462,588.

    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 500,547 shares
    Change vs previous 13F +36,686 shares

    4.1% of the 13F portfolio, value $29,937,737.

    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 463,861 shares
    Change vs previous 13F +35,234 shares

    4.18% of the 13F portfolio, value $27,553,346.

    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 428,627 shares
    Change vs previous 13F +19,970 shares

    3.65% of the 13F portfolio, value $24,860,457.

    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 408,657 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $24,691,057.

    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).