Skip to content
Disclosery

BSW Wealth Partners: VT position timeline

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

BSW Wealth Partners held 22,524 VT 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 22,524 shares
    Change vs previous 13F +995 shares

    0.39% of the 13F portfolio, value $3,535,090.

    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 21,529 shares
    Change vs previous 13F +1,382 shares

    0.36% of the 13F portfolio, value $2,977,946.

    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 20,147 shares
    Change vs previous 13F +1,122 shares

    0.34% of the 13F portfolio, value $2,841,994.

    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 19,025 shares
    Change vs previous 13F +2,976 shares

    0.33% of the 13F portfolio, value $2,621,626.

    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 16,049 shares
    Change vs previous 13F +565 shares

    0.28% of the 13F portfolio, value $2,062,673.

    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 15,484 shares
    Change vs previous 13F +2,164 shares

    0.27% of the 13F portfolio, value $1,795,354.

    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 13,320 shares
    Change vs previous 13F -201 shares

    0.23% of the 13F portfolio, value $1,564,910.

    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 13,521 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,618,446.

    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).