Skip to content
Disclosery

BSW Wealth Partners: WF position timeline

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

BSW Wealth Partners held 11,640 WF 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 11,640 shares
    Change vs previous 13F +600 shares

    0.07% of the 13F portfolio, value $668,128.

    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 11,040 shares
    Change vs previous 13F -194 shares

    0.09% of the 13F portfolio, value $735,285.

    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 11,234 shares
    Change vs previous 13F +1,272 shares

    0.08% of the 13F portfolio, value $660,447.

    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 9,962 shares
    Change vs previous 13F +1,118 shares

    0.07% of the 13F portfolio, value $559,347.

    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 8,844 shares
    Change vs previous 13F +528 shares

    0.06% of the 13F portfolio, value $439,807.

    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 8,316 shares
    Change vs previous 13F -262 shares

    0.04% of the 13F portfolio, value $277,598.

    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 8,578 shares
    Change vs previous 13F -148 shares

    0.04% of the 13F portfolio, value $268,072.

    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 8,726 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $311,794.

    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).