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Disclosery

BSW Wealth Partners: WMT position timeline

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

BSW Wealth Partners held 11,263 WMT 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 11,263 shares
    Change vs previous 13F -293 shares

    0.14% of the 13F portfolio, value $1,275,647.

    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 11,556 shares
    Change vs previous 13F +95 shares

    0.18% of the 13F portfolio, value $1,436,179.

    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 11,461 shares
    Change vs previous 13F -140 shares

    0.15% of the 13F portfolio, value $1,276,885.

    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 11,601 shares
    Change vs previous 13F -302 shares

    0.15% of the 13F portfolio, value $1,195,613.

    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 11,903 shares
    Change vs previous 13F +40 shares

    0.16% of the 13F portfolio, value $1,163,832.

    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 11,863 shares
    Change vs previous 13F -12 shares

    0.16% of the 13F portfolio, value $1,041,495.

    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 11,875 shares
    Change vs previous 13F +266 shares

    0.16% of the 13F portfolio, value $1,072,930.

    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 11,609 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $937,448.

    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).