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Disclosery

BSW Wealth Partners: XLF position timeline

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

BSW Wealth Partners held 5,445 XLF 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 5,445 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $291,918.

    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 5,434 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $268,281.

    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 5,418 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $296,742.

    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 5,407 shares
    Change vs previous 13F -871 shares

    0.04% of the 13F portfolio, value $291,281.

    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 6,278 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $328,760.

    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 6,267 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $312,166.

    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).