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Disclosery

BSW Wealth Partners: VTI position timeline

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

BSW Wealth Partners held 23,909 VTI 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 23,909 shares
    Change vs previous 13F -2,223 shares

    0.98% of the 13F portfolio, value $8,847,346.

    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 26,132 shares
    Change vs previous 13F -396 shares

    1.02% of the 13F portfolio, value $8,383,449.

    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 26,528 shares
    Change vs previous 13F +445 shares

    1.07% of the 13F portfolio, value $8,894,043.

    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 26,083 shares
    Change vs previous 13F +146 shares

    1.07% of the 13F portfolio, value $8,559,515.

    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 25,937 shares
    Change vs previous 13F +2,530 shares

    1.08% of the 13F portfolio, value $7,883,010.

    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 23,407 shares
    Change vs previous 13F +850 shares

    0.98% of the 13F portfolio, value $6,433,159.

    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 22,557 shares
    Change vs previous 13F +8,037 shares

    0.96% of the 13F portfolio, value $6,537,382.

    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 14,520 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,111,473.

    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).