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Disclosery

BSW Wealth Partners: XCEM position timeline

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

BSW Wealth Partners held 4,379 XCEM 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 4,379 shares
    Change vs previous 13F -1,011 shares

    0.03% of the 13F portfolio, value $231,562.

    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 5,390 shares
    Change vs previous 13F -2,390 shares

    0.03% of the 13F portfolio, value $219,966.

    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 7,780 shares
    Change vs previous 13F -498 shares

    0.04% of the 13F portfolio, value $298,441.

    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 8,278 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $300,740.

    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 8,278 shares
    Change vs previous 13F +416 shares

    0.04% of the 13F portfolio, value $282,942.

    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 7,862 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $232,204.

    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).