Skip to content
Disclosery

BSW Wealth Partners: VYM position timeline

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

BSW Wealth Partners held 3,952 VYM 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 3,952 shares
    Change vs previous 13F -463 shares

    0.07% of the 13F portfolio, value $624,535.

    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 4,415 shares
    Change vs previous 13F +1,152 shares

    0.08% of the 13F portfolio, value $653,862.

    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 3,263 shares
    Change vs previous 13F -128 shares

    0.06% of the 13F portfolio, value $468,306.

    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 3,391 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $477,962.

    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 3,391 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $452,054.

    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 3,491 shares
    Change vs previous 13F -603 shares

    0.07% of the 13F portfolio, value $450,199.

    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 4,094 shares
    Change vs previous 13F +76 shares

    0.08% of the 13F portfolio, value $522,354.

    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 4,018 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $515,108.

    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).