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Disclosery

BSW Wealth Partners: XVV position timeline

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

BSW Wealth Partners held 57,656 XVV 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 57,656 shares
    Change vs previous 13F -5,124 shares

    0.36% of the 13F portfolio, value $3,274,285.

    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 62,780 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $3,090,032.

    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 62,780 shares
    Change vs previous 13F -1,067 shares

    0.4% of the 13F portfolio, value $3,308,506.

    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 63,847 shares
    Change vs previous 13F -6,360 shares

    0.41% of the 13F portfolio, value $3,289,475.

    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 70,207 shares
    Change vs previous 13F -15,780 shares

    0.46% of the 13F portfolio, value $3,348,088.

    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 85,987 shares
    Change vs previous 13F -8,969 shares

    0.56% of the 13F portfolio, value $3,678,756.

    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 94,956 shares
    Change vs previous 13F -2,948 shares

    0.63% of the 13F portfolio, value $4,301,440.

    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 97,904 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,329,736.

    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).