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Disclosery

BSW Wealth Partners: WELL position timeline

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

BSW Wealth Partners held 5,831 WELL 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 5,831 shares
    Change vs previous 13F -186 shares

    0.15% of the 13F portfolio, value $1,323,443.

    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 6,017 shares
    Change vs previous 13F -283 shares

    0.15% of the 13F portfolio, value $1,189,572.

    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 6,300 shares
    Change vs previous 13F +372 shares

    0.14% of the 13F portfolio, value $1,169,309.

    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 5,928 shares
    Change vs previous 13F +1,151 shares

    0.13% of the 13F portfolio, value $1,056,045.

    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 4,777 shares
    Change vs previous 13F +116 shares

    0.1% of the 13F portfolio, value $734,436.

    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 4,661 shares
    Change vs previous 13F +1,768 shares

    0.11% of the 13F portfolio, value $714,067.

    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 2,893 shares
    Change vs previous 13F +460 shares

    0.05% of the 13F portfolio, value $364,602.

    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 2,433 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $311,497.

    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).