Martin Capital Partners, LLC: BWZ position timeline

Martin Capital Partners, LLC held 9,799 BWZ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 9,799 shares

   Change vs previous 13F +167 shares

   0.09% of the 13F portfolio, value $262,485.

   13F-HR 0001731216-26-000004 filed by Martin Capital Partners, LLC
   Accepted 2026-10-07 14:28:03 UTC, ingested 2026-10-07 14:28:29 UTC

2. period ended2026-06-30

   13F 9,632 shares

   Change vs previous 13F -197 shares

   0.09% of the 13F portfolio, value $257,656.

   13F-HR 0001731216-26-000003 filed by Martin Capital Partners, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 9,829 shares

   Change vs previous 13F -566 shares

   0.1% of the 13F portfolio, value $265,000.

   13F-HR 0001731216-26-000002 filed by Martin Capital Partners, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 10,395 shares

   Change vs previous 13F -925 shares

   0.11% of the 13F portfolio, value $285,000.

   13F-HR 0001731216-26-000001 filed by Martin Capital Partners, LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 11,320 shares

   Change vs previous 13F -837 shares

   0.12% of the 13F portfolio, value $315,000.

   13F-HR 0001731216-25-000005 filed by Martin Capital Partners, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 12,157 shares

   Change vs previous 13F +4,474 shares

   0.13% of the 13F portfolio, value $341,000.

   13F-HR 0001731216-25-000003 filed by Martin Capital Partners, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 7,683 shares

   Change vs previous 13F -245 shares

   0.24% of the 13F portfolio, value $202,000.

   13F-HR 0001731216-25-000002 filed by Martin Capital Partners, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 7,928 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $201,000.

   13F-HR 0001731216-25-000001 filed by Martin Capital Partners, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).