Position in MVIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$132,000
-$124,000 QoQ
Shares Held
400,000
0.0% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1
of 17 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MVIS Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026BSW Wealth Partners holds $11,676,215 across 3 Scientific & Technical Instruments names. MVIS ranks #3 (1.1% of the industry book) .
All Filings in MVIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,000 | 400,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $256,000 | 400,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $332,000 | 400,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $496,000 | 400,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $456,000 | 400,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $496,000 | 400,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $524,000 | 400,000 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $456,000 | 400,000 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $318,000 | 300,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $368,000 | 200,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $399,000 | 150,000 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $328,500 | 150,000 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $687,000 | 150,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $534,000 | 200,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $305,500 | 130,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $469,300 | 130,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $499,200 | 130,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $490,350 | 105,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $275,550 | 55,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $607,750 | 55,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $921,250 | 55,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,113,000 | 60,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $403,500 | 75,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $146,250 | 75,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $136,000 | 100,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $25,500 | 150,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||