BSW Wealth Partners

Position in MA — Mastercard Inc

CIK 1512601 BOULDER, CO

Position in MA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,287,595

+$21,457 QoQ

Shares Held

2,507

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,883

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $5,567,621 across 4 Credit Services names. MA ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,889	$2,363,547
2	AXP	American Express Co	4,122	$1,394,266
3	MA	Mastercard Inc This page	2,507	$1,287,595
4	COF	Capital One Financial Corp	2,603	$522,213

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,287,595	2,507	-1.1%	Shares	Sole	2026-07-15
2026-03-31	$1,266,138	2,534	-3.5%	Shares	Sole	2026-04-14
2025-12-31	$1,499,130	2,626	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,493,695	2,626	+6.6%	Shares	Sole	2025-10-15
2025-06-30	$1,384,620	2,464	+8.8%	Shares	Sole	2025-07-18
2025-03-31	$1,240,943	2,264	-2.2%	Shares	Sole	2025-04-24
2024-12-31	$1,219,009	2,315	+11.9%	Shares	Sole	2025-01-22
2024-09-30	$1,021,672	2,069	+5.2%	Shares	Sole	2024-10-29
2024-06-30	$867,761	1,967	+4.4%	Shares	Sole	2024-07-16
2024-03-31	$907,759	1,885	-1.2%	Shares	Sole	2024-04-23
2023-12-31	$813,354	1,907	-3.5%	Shares	Sole	2024-01-25
2023-09-30	$782,714	1,977	-3.9%	Shares	Sole	2023-10-27
2023-06-30	$809,018	2,057	-58.1%	Shares	Sole	2023-08-11
2023-03-31	$1,785,796	4,914	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$1,729,956	4,975	+10.5%	Shares	Sole	2023-02-14
2022-09-30	$1,279,814	4,501	-3.3%	Shares	Sole	2022-11-14
2022-06-30	$1,467,928	4,653	+10.4%	Shares	Sole	2022-08-15
2022-03-31	$1,505,641	4,213	+10.0%	Shares	Sole	2022-05-16
2021-12-31	$1,376,554	3,831	+3.1%	Shares	Sole	2022-02-14
2021-09-30	$1,291,631	3,715	+12.7%	Shares	Sole	2021-11-15
2021-06-30	$1,203,336	3,296	+29.6%	Shares	Sole	2021-08-16
2021-03-31	$905,435	2,543	+23.6%	Shares	Sole	2021-05-17
2020-12-31	$734,225	2,057	+22.5%	Shares	Sole	2021-02-16
2020-09-30	$567,787	1,679	-2.3%	Shares	Sole	2020-11-13
2020-06-30	$508,012	1,718	+99.3%	Shares	Sole	2020-08-13
2020-03-31	$208,224	862	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.