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Disclosery

BSW Wealth Partners: XLK position timeline

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

BSW Wealth Partners held 16,484 XLK 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 16,484 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $3,140,555.

    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 16,484 shares
    Change vs previous 13F -1,128 shares

    0.27% of the 13F portfolio, value $2,190,740.

    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 17,612 shares
    Change vs previous 13F +8,806 shares

    0.3% of the 13F portfolio, value $2,535,617.

    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 8,806 shares
    Change vs previous 13F -303 shares

    0.31% of the 13F portfolio, value $2,482,093.

    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 9,109 shares
    Change vs previous 13F +5,548 shares

    0.32% of the 13F portfolio, value $2,306,702.

    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 3,561 shares
    Change vs previous 13F +1,978 shares

    0.11% of the 13F portfolio, value $735,300.

    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 1,583 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $368,107.

    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 1,583 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $357,405.

    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).