Position in A
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$686,332
+$102,755 QoQ
Shares Held
5,167
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#556
of 1,114 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026BSW Wealth Partners holds $1,785,540 across 4 Diagnostics & Research names. A ranks #1 (38.4% of the industry book) .
All Filings in A
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,332 | 5,167 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $583,577 | 5,120 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $764,713 | 5,620 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $718,374 | 5,597 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $627,341 | 5,316 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $573,552 | 4,903 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $717,778 | 5,343 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $733,491 | 4,940 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $736,557 | 5,682 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $831,880 | 5,717 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $821,945 | 5,912 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $642,629 | 5,747 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $812,769 | 6,759 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $945,415 | 6,834 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,032,136 | 6,897 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $833,833 | 6,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $789,820 | 6,650 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $877,744 | 6,633 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,021,760 | 6,400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,014,020 | 6,437 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $987,370 | 6,680 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $807,339 | 6,350 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $697,550 | 5,887 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $576,367 | 5,710 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $434,868 | 4,921 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $338,476 | 4,726 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||