$260 Million is the total value of BSW Wealth Partners's 144 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 20.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $53,577,000 | +2.2% | 179,474 | +0.9% | 20.61% | +4.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $21,002,000 | -8.2% | 343,904 | -7.7% | 8.08% | -6.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $18,307,000 | +0.9% | 61,687 | -0.4% | 7.04% | +2.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $14,681,000 | -9.3% | 225,131 | -8.6% | 5.65% | -7.7% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $12,340,000 | -7.7% | 300,393 | -6.3% | 4.75% | -6.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $11,399,000 | 0.0% | 58,991 | +0.5% | 4.38% | +1.7% |
| JAGG | New | JP MORGAN EXCHANGE TRADED FDus aggregate | $11,064,000 | – | 412,618 | +100.0% | 4.26% | – |
| IEMG | Buy | ISHARES INCcore msci emkt | $9,870,000 | +11.6% | 201,341 | +17.1% | 3.80% | +13.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $6,638,000 | -0.9% | 43,859 | +1.8% | 2.55% | +0.8% |
| TFI | Buy | SPDR SERIES TRUSTnuveen brc munic | $6,177,000 | +7.1% | 121,855 | +5.9% | 2.38% | +9.0% |
| CRBN | Buy | ISHARES TRmsci lw crb tg | $6,156,000 | +9.4% | 51,233 | +9.0% | 2.37% | +11.3% |
| JPST | Sell | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $6,035,000 | -6.3% | 119,674 | -6.4% | 2.32% | -4.7% |
| SHM | Buy | SPDR SERIES TRUSTnuveen blmbrg sr | $5,969,000 | +8.6% | 121,834 | +8.5% | 2.30% | +10.5% |
| IAU | Sell | ISHARES GOLD TRUSTishares | $5,949,000 | +4.2% | 421,886 | -0.2% | 2.29% | +6.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,667,000 | -7.6% | 115,911 | -2.4% | 1.80% | -6.0% |
| VOO | Sell | VANGUARD INDEX FDS | $4,533,000 | +0.3% | 16,629 | -1.0% | 1.74% | +2.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $4,192,000 | -5.5% | 102,571 | -0.8% | 1.61% | -3.9% |
| ESGD | Sell | ISHARES TResg msci eafe | $3,613,000 | -2.9% | 56,353 | -2.6% | 1.39% | -1.2% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $3,149,000 | -1.4% | 42,701 | -1.5% | 1.21% | +0.2% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $3,103,000 | -3.7% | 97,395 | -3.0% | 1.19% | -2.0% |
| PG | Buy | PROCTER & GAMBLE CO | $2,844,000 | +16.8% | 22,864 | +3.0% | 1.09% | +18.9% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $2,798,000 | -0.0% | 95,564 | +0.9% | 1.08% | +1.7% |
| KO | Buy | COCA COLA CO | $1,685,000 | +8.3% | 30,947 | +1.3% | 0.65% | +10.2% |
| DIS | Buy | DISNEY WALT CO | $1,543,000 | -3.0% | 11,839 | +4.0% | 0.59% | -1.2% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,312,000 | -5.5% | 52,219 | -1.3% | 0.50% | -3.8% |
| MSFT | Buy | MICROSOFT CORP | $1,200,000 | +19.4% | 8,634 | +15.1% | 0.46% | +21.6% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $1,180,000 | -1.7% | 16,611 | -2.5% | 0.45% | 0.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,130,000 | +6.9% | 9,602 | +1.6% | 0.44% | +8.8% |
| PDM | PIEDMONT OFFICE REALTY TR IN | $1,044,000 | +4.8% | 49,996 | 0.0% | 0.40% | +6.6% | |
| LIN | Buy | LINDE PLC | $1,011,000 | -2.8% | 5,221 | +0.8% | 0.39% | -1.0% |
| VFC | Buy | V F CORP | $962,000 | +2.4% | 10,814 | +0.5% | 0.37% | +4.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $925,000 | -1.0% | 5,519 | -1.2% | 0.36% | +0.8% |
| XOM | Sell | EXXON MOBIL CORP | $851,000 | -9.7% | 12,053 | -2.0% | 0.33% | -8.1% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $847,000 | +2.2% | 17,261 | +2.6% | 0.33% | +4.2% |
| PEP | Buy | PEPSICO INC | $823,000 | +12.0% | 6,005 | +7.1% | 0.32% | +14.0% |
| TRV | Sell | TRAVELERS COMPANIES INC | $803,000 | -34.6% | 5,402 | -34.2% | 0.31% | -33.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $725,000 | +25.0% | 595 | +10.8% | 0.28% | +27.4% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $652,000 | -92.9% | 12,111 | -93.0% | 0.25% | -92.8% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $631,000 | -18.5% | 5,918 | -18.6% | 0.24% | -17.1% |
| LLY | Buy | LILLY ELI & CO | $629,000 | +2.1% | 5,622 | +1.1% | 0.24% | +3.9% |
| GLD | Sell | SPDR GOLD TRUST | $625,000 | -10.5% | 4,500 | -14.1% | 0.24% | -9.1% |
| C | Buy | CITIGROUP INC | $613,000 | -0.3% | 8,876 | +1.1% | 0.24% | +1.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $595,000 | +6.8% | 4,088 | +1.1% | 0.23% | +8.5% |
| CVX | Buy | CHEVRON CORP NEW | $551,000 | -1.8% | 4,643 | +3.0% | 0.21% | 0.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $546,000 | -77.9% | 4,824 | -78.3% | 0.21% | -77.6% |
| INTU | New | INTUIT | $532,000 | – | 2,000 | +100.0% | 0.20% | – |
| MRK | Buy | MERCK & CO INC | $532,000 | +17.2% | 6,319 | +16.8% | 0.20% | +19.2% |
| MUB | Sell | ISHARES TRnational mun etf | $524,000 | -9.7% | 4,588 | -10.6% | 0.20% | -7.8% |
| UMBF | New | UMB FINL CORP | $494,000 | – | 7,654 | +100.0% | 0.19% | – |
| DHR | Buy | DANAHER CORPORATION | $485,000 | +10.5% | 3,356 | +9.3% | 0.19% | +12.7% |
| GWW | Sell | GRAINGER W W INC | $472,000 | -1.9% | 1,587 | -11.5% | 0.18% | 0.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $473,000 | -1.7% | 5,870 | -1.4% | 0.18% | 0.0% |
| PFE | Buy | PFIZER INC | $445,000 | -16.2% | 12,391 | +1.1% | 0.17% | -14.9% |
| VV | VANGUARD INDEX FDSlarge cap etf | $443,000 | +1.1% | 3,250 | 0.0% | 0.17% | +2.4% | |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $434,000 | +1.4% | 8,368 | -0.7% | 0.17% | +3.1% |
| COLB | COLUMBIA BKG SYS INC | $428,000 | +1.9% | 11,611 | 0.0% | 0.16% | +3.8% | |
| ABBV | Buy | ABBVIE INC | $422,000 | +22.3% | 5,575 | +17.6% | 0.16% | +24.6% |
| V | Sell | VISA INC | $407,000 | -6.2% | 2,365 | -5.4% | 0.16% | -4.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $403,000 | +1.3% | 2,133 | +0.1% | 0.16% | +3.3% |
| MCD | Buy | MCDONALDS CORP | $396,000 | +30.7% | 1,844 | +26.5% | 0.15% | +32.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $390,000 | -3.9% | 5,010 | -3.4% | 0.15% | -2.6% |
| HD | Buy | HOME DEPOT INC | $380,000 | +21.0% | 1,636 | +8.3% | 0.15% | +22.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $379,000 | +5.6% | 2,703 | +3.4% | 0.15% | +7.4% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $374,000 | +0.8% | 2,474 | 0.0% | 0.14% | +2.9% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $359,000 | +2.3% | 294 | -9.3% | 0.14% | +3.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $353,000 | -0.8% | 6,245 | +0.0% | 0.14% | +0.7% |
| A | Buy | AGILENT TECHNOLOGIES INC | $348,000 | +4.2% | 4,538 | +1.4% | 0.13% | +6.3% |
| INTC | Buy | INTEL CORP | $346,000 | +9.5% | 6,722 | +1.8% | 0.13% | +11.8% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $345,000 | -3.9% | 4,612 | -3.4% | 0.13% | -2.2% |
| CSCO | Buy | CISCO SYS INC | $331,000 | +18.2% | 6,708 | +31.2% | 0.13% | +19.8% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $323,000 | -0.3% | 4,548 | -1.6% | 0.12% | +0.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $319,000 | +10.0% | 1,108 | +1.1% | 0.12% | +11.8% |
| UNP | Buy | UNION PACIFIC CORP | $310,000 | -1.0% | 1,912 | +3.3% | 0.12% | +0.8% |
| DSI | ISHARES TRmsci kld 400 soc | $303,000 | +1.3% | 2,733 | 0.0% | 0.12% | +3.5% | |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $301,000 | +20.4% | 5,943 | +7.8% | 0.12% | +22.1% |
| CL | Buy | COLGATE PALM OLIVE | $292,000 | +6.6% | 3,971 | +4.0% | 0.11% | +7.7% |
| HON | Buy | HONEYWELL INTL INC | $287,000 | +8.7% | 1,697 | +12.2% | 0.11% | +10.0% |
| FB | Buy | FACEBOOK INCcl a | $286,000 | +0.7% | 1,605 | +9.2% | 0.11% | +2.8% |
| ORCL | Sell | ORACLE CORP | $281,000 | -5.4% | 5,101 | -2.2% | 0.11% | -3.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $280,000 | +0.4% | 2,167 | +8.4% | 0.11% | +2.9% |
| UNH | New | UNITED HEALTHGROUP INC | $271,000 | – | 1,248 | +100.0% | 0.10% | – |
| NVDA | Buy | NVIDIA CORP | $267,000 | +8.5% | 1,532 | +2.1% | 0.10% | +10.8% |
| WFC | Buy | WELLS FARGO CO NEW | $262,000 | +19.1% | 5,197 | +11.6% | 0.10% | +21.7% |
| GE | Sell | GENERAL ELECTRIC CO | $260,000 | -24.4% | 29,089 | -11.2% | 0.10% | -23.1% |
| VZ | New | VERIZON COMMUNICATIONS INC | $253,000 | – | 4,197 | +100.0% | 0.10% | – |
| SVC | New | SERVICE PPTYS TR | $252,000 | – | 9,835 | +100.0% | 0.10% | – |
| USB | Buy | US BANCORP DEL | $250,000 | +12.6% | 4,513 | +6.6% | 0.10% | +14.3% |
| CVS | Buy | CVS HEALTH CORP | $249,000 | +19.1% | 3,955 | +3.3% | 0.10% | +21.5% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $250,000 | +4.6% | 1,596 | +0.8% | 0.10% | +6.7% |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $243,000 | – | 11,700 | +100.0% | 0.09% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $240,000 | -1.6% | 1,561 | +0.2% | 0.09% | 0.0% |
| KRE | SPDR SERIES TRUSTs&p regl bkg | $239,000 | -1.2% | 4,533 | 0.0% | 0.09% | +1.1% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $238,000 | 0.0% | 8,326 | +1.0% | 0.09% | +2.2% |
| MDT | Buy | MEDTRONIC PLC | $237,000 | +16.7% | 2,181 | +4.8% | 0.09% | +18.2% |
| NEE | New | NEXTERA ENERGY INC | $231,000 | – | 990 | +100.0% | 0.09% | – |
| SPWR | Buy | SUNPOWER CORP | $230,000 | +4.5% | 20,962 | +2.0% | 0.09% | +6.0% |
| CMCSA | New | COMCAST CORP NEWcl a | $215,000 | – | 4,771 | +100.0% | 0.08% | – |
| SHW | New | SHERWIN WILLIAMS CO | $213,000 | – | 388 | +100.0% | 0.08% | – |
| T | New | AT&T INC | $208,000 | – | 5,486 | +100.0% | 0.08% | – |
| WMT | New | WALMART INC | $206,000 | – | 1,732 | +100.0% | 0.08% | – |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRUSTunit | $206,000 | -28.5% | 17,403 | -31.5% | 0.08% | -27.5% |
| PEGI | Buy | PATTERN ENERGY GROUP INCcl a | $156,000 | +20.0% | 5,801 | +3.3% | 0.06% | +22.4% |
| BGB | BLACKSTONE GSO STRATEGIC CR | $146,000 | -0.7% | 10,000 | 0.0% | 0.06% | 0.0% | |
| GENN | GENESIS HEALTHCARE INC | $129,000 | -10.4% | 116,000 | 0.0% | 0.05% | -7.4% | |
| FSLR | Buy | FIRST SOLAR INC | $126,000 | -9.4% | 2,179 | +2.9% | 0.05% | -9.4% |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $117,000 | +7.3% | 4,010 | +3.2% | 0.04% | +9.8% |
| OLED | Buy | UNIVERSAL DISPLAY CORP | $109,000 | -9.2% | 650 | +1.9% | 0.04% | -6.7% |
| KNDI | Buy | KANDI TECHNOLOGIES GROUP INC | $108,000 | -2.7% | 23,198 | +3.3% | 0.04% | 0.0% |
| RUN | Buy | SUNRUN INC | $104,000 | -8.8% | 6,226 | +2.6% | 0.04% | -7.0% |
| STM | Buy | STMICROELECTRONICS N Vny registry | $98,000 | +12.6% | 5,082 | +3.3% | 0.04% | +15.2% |
| MLHR | Buy | MILLER HERMAN INC | $99,000 | +6.5% | 2,151 | +3.2% | 0.04% | +8.6% |
| NMR | Buy | NOMURA HLDGS INCsponsored adr | $92,000 | +67.3% | 21,669 | +40.0% | 0.04% | +66.7% |
| DLR | Buy | DIGITAL RLTY TR INC | $92,000 | +13.6% | 712 | +3.8% | 0.04% | +12.9% |
| MVIS | Buy | MICROVISION INC DEL | $89,000 | +9.9% | 150,000 | +50.0% | 0.03% | +9.7% |
| GILD | Buy | GILEAD SCIENCES INC | $84,000 | -2.3% | 1,327 | +4.1% | 0.03% | -3.0% |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $61,000 | +8.9% | 1,329 | +3.3% | 0.02% | +9.5% |
| ASX | Sell | ASE TECHNOLOGY HOLDING CO LTsponsored ads | $61,000 | 0.0% | 13,700 | -10.8% | 0.02% | 0.0% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $51,000 | -1.9% | 465 | +4.0% | 0.02% | 0.0% |
| HAIN | Buy | HAIN CELESTIAL GROUP INC | $53,000 | +1.9% | 2,475 | +3.9% | 0.02% | 0.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $52,000 | +2.0% | 257 | +3.6% | 0.02% | +5.3% |
| FTNT | New | FORTINET INC | $52,000 | – | 671 | +100.0% | 0.02% | – |
| XYL | Buy | XYLEM INC | $49,000 | 0.0% | 614 | +3.9% | 0.02% | 0.0% |
| TSLA | Buy | TESLA INC | $49,000 | +14.0% | 202 | +5.2% | 0.02% | +18.8% |
| ETSY | Buy | ETSY INC | $43,000 | -4.4% | 754 | +3.4% | 0.02% | 0.0% |
| CWT | Buy | CALIFORNIA WTR SVC GROUP | $44,000 | +7.3% | 838 | +3.5% | 0.02% | +6.2% |
| SCHN | Buy | SCHNITZER STL INDScl a | $42,000 | -19.2% | 2,054 | +3.7% | 0.02% | -20.0% |
| AMRC | New | AMERESCO INCcl a | $41,000 | – | 2,533 | +100.0% | 0.02% | – |
| SQ | Buy | SQUARE INCcl a | $40,000 | -13.0% | 652 | +3.2% | 0.02% | -11.8% |
| SGEN | Buy | SEATTLE GENETICS INC | $37,000 | +27.6% | 439 | +3.1% | 0.01% | +27.3% |
| NTUS | Buy | NATUS MEDICAL INC | $36,000 | +33.3% | 1,117 | +4.6% | 0.01% | +40.0% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $34,000 | -12.8% | 840 | +2.4% | 0.01% | -13.3% |
| AYI | Buy | ACUITY BRANDS INC | $30,000 | +3.4% | 219 | +3.3% | 0.01% | +9.1% |
| HOLX | Buy | HOLOGIC INC | $25,000 | +8.7% | 492 | +3.1% | 0.01% | +11.1% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $27,000 | -48.1% | 354 | +2.9% | 0.01% | -50.0% |
| EDIT | Buy | EDITAS MEDICINE INC | $26,000 | -7.1% | 1,150 | +3.4% | 0.01% | -9.1% |
| ZAYO | Buy | ZAYO GROUP HLDGS INC | $26,000 | +8.3% | 780 | +6.8% | 0.01% | +11.1% |
| OSUR | Buy | ORASURE TECHNOLOGIES INC | $25,000 | -13.8% | 3,379 | +6.7% | 0.01% | -9.1% |
| MIXT | Buy | MIX TELEMATICS LTDsponsored adr | $22,000 | -4.3% | 1,565 | +4.4% | 0.01% | -11.1% |
| STKL | Buy | SUNOPTA INC | $14,000 | -41.7% | 7,747 | +6.2% | 0.01% | -44.4% |
| UNFI | UNITED NAT FOODS INC | $9,000 | +28.6% | 765 | 0.0% | 0.00% | 0.0% | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,000 | 0.0% | 448 | 0.0% | 0.00% | – | |
| AMAL | Exit | AMALGAMATED BK NEW YORK N Y CLASS Aclass a | $0 | – | -1,927 | -100.0% | -0.01% | – |
| ADSK | Exit | AUTODESK INC COM | $0 | – | -361 | -100.0% | -0.02% | – |
| ADI | Exit | ANALOG DEVICES INC COM | $0 | – | -530 | -100.0% | -0.02% | – |
| AEG | Exit | AEGON N V NY REGISTRY SHS | $0 | – | -15,496 | -100.0% | -0.03% | – |
| SIVR | Exit | ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS | $0 | – | -12,163 | -100.0% | -0.07% | – |
| MO | Exit | ALTRIA GROUP INC COM | $0 | – | -4,311 | -100.0% | -0.08% | – |
| ALL | Exit | ALLSTATE CORP COM | $0 | – | -2,030 | -100.0% | -0.08% | – |
| HPT | Exit | HOSPITALITY PPTYS TR COM SH BEN INT | $0 | – | -9,835 | -100.0% | -0.09% | – |
| BAC | Exit | BANK AMER CORP COM | $0 | – | -8,732 | -100.0% | -0.10% | – |
| ABT | Exit | ABBOTT LABS COM | $0 | – | -4,562 | -100.0% | -0.14% | – |
| AMGN | Exit | AMGEN INC COM | $0 | – | -2,327 | -100.0% | -0.16% | – |
| AMZN | Exit | AMAZON COM INC COM | $0 | – | -380 | -100.0% | -0.27% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DEL CL B NEWdel cl b new | $0 | – | -3,849 | -100.0% | -0.31% | – |
| RDFN | Exit | REDFIN CORP COM | $0 | – | -55,488 | -100.0% | -0.38% | – |
| AAPL | Exit | APPLE INC COM | $0 | – | -13,077 | -100.0% | -0.98% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- NIA Global Solutions #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 42 | Q3 2023 | 22.6% |
| ISHARES TR MSCI EAFE INDEX | 42 | Q3 2023 | 30.9% |
| SPDR S&P 500 ETF TR TR UNIT | 42 | Q3 2023 | 18.5% |
| ISHARES TR RUSSELL 2000 ETF | 42 | Q3 2023 | 7.4% |
| ISHARES TR MSCI ACWI INDX | 42 | Q3 2023 | 3.5% |
| COCA COLA CO COM | 42 | Q3 2023 | 1.0% |
| DISNEY WALT CO COM DISNEY | 42 | Q3 2023 | 0.9% |
| EXXON MOBIL CORP COM | 42 | Q3 2023 | 1.4% |
| PIEDMONT OFFICE REALTY TR IN COM CL A | 42 | Q3 2023 | 1.7% |
| PEPSICO INC COM | 42 | Q3 2023 | 0.9% |
View BSW Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View BSW Wealth Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.