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Disclosery

BSW Wealth Partners: VTEB position timeline

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

BSW Wealth Partners held 737,502 VTEB 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 737,502 shares
    Change vs previous 13F +107,965 shares

    4.15% of the 13F portfolio, value $37,302,873.

    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 629,537 shares
    Change vs previous 13F +13,964 shares

    3.83% of the 13F portfolio, value $31,407,615.

    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 615,573 shares
    Change vs previous 13F -25,832 shares

    3.71% of the 13F portfolio, value $30,957,143.

    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 641,405 shares
    Change vs previous 13F -3,360 shares

    4% of the 13F portfolio, value $32,115,131.

    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 644,765 shares
    Change vs previous 13F -106,908 shares

    4.33% of the 13F portfolio, value $31,612,839.

    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 751,673 shares
    Change vs previous 13F -7,092 shares

    5.66% of the 13F portfolio, value $37,297,991.

    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 758,765 shares
    Change vs previous 13F -22,396 shares

    5.58% of the 13F portfolio, value $38,036,914.

    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 781,161 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $39,932,962.

    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).