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Disclosery

BSW Wealth Partners: WFC position timeline

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

BSW Wealth Partners held 3,438 WFC 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 3,438 shares
    Change vs previous 13F -85 shares

    0.03% of the 13F portfolio, value $284,154.

    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 3,523 shares
    Change vs previous 13F +62 shares

    0.03% of the 13F portfolio, value $280,450.

    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 3,461 shares
    Change vs previous 13F -23 shares

    0.04% of the 13F portfolio, value $322,579.

    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 3,484 shares
    Change vs previous 13F +398 shares

    0.04% of the 13F portfolio, value $291,990.

    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 3,086 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $247,243.

    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 3,082 shares
    Change vs previous 13F -186 shares

    0.03% of the 13F portfolio, value $221,278.

    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 3,268 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $229,524.

    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).