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Disclosery

BSW Wealth Partners: WIT position timeline

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

BSW Wealth Partners held 176,683 WIT 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 176,683 shares
    Change vs previous 13F -47,916 shares

    0.04% of the 13F portfolio, value $397,537.

    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 224,599 shares
    Change vs previous 13F -19,557 shares

    0.06% of the 13F portfolio, value $476,151.

    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 244,156 shares
    Change vs previous 13F +34,727 shares

    0.08% of the 13F portfolio, value $693,404.

    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 209,429 shares
    Change vs previous 13F +45,282 shares

    0.07% of the 13F portfolio, value $550,799.

    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 164,147 shares
    Change vs previous 13F +2,860 shares

    0.07% of the 13F portfolio, value $495,725.

    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 161,287 shares
    Change vs previous 13F -17,796 shares

    0.07% of the 13F portfolio, value $493,539.

    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 179,083 shares
    Change vs previous 13F +90,637 shares

    0.09% of the 13F portfolio, value $633,952.

    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 88,446 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $573,132.

    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).