Position in RS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$701,751
+$32,729 QoQ
Shares Held
2,309
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Mar 31, 2026BSW Wealth Partners holds $897,279 across 2 Steel names. RS ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RS |
Reliance, Inc.
This page
|
2,309 | $701,751 | |
| 2 | GGB |
Gerdau S.A.
|
54,163 | $195,528 |
All Filings in RS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $701,751 | 2,309 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $669,022 | 2,316 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $614,175 | 2,187 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $698,741 | 2,226 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $643,046 | 2,227 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $596,410 | 2,215 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $518,553 | 1,793 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $412,120 | 1,443 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $443,791 | 1,328 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $351,557 | 1,257 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $348,765 | 1,330 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||