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Disclosery

BSW Wealth Partners: VIV position timeline

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

BSW Wealth Partners held 26,449 VIV 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 26,449 shares
    Change vs previous 13F -9,621 shares

    0.04% of the 13F portfolio, value $348,069.

    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 36,070 shares
    Change vs previous 13F -734 shares

    0.07% of the 13F portfolio, value $573,874.

    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 36,804 shares
    Change vs previous 13F +770 shares

    0.05% of the 13F portfolio, value $436,491.

    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 36,034 shares
    Change vs previous 13F +11,702 shares

    0.06% of the 13F portfolio, value $459,434.

    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 24,332 shares
    Change vs previous 13F -216 shares

    0.04% of the 13F portfolio, value $277,385.

    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 24,548 shares
    Change vs previous 13F +2,336 shares

    0.03% of the 13F portfolio, value $214,059.

    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 22,212 shares
    Change vs previous 13F +2,205 shares

    0.02% of the 13F portfolio, value $167,700.

    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 20,007 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $205,472.

    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).