Position in RS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$556,290
-$145,461 QoQ
Shares Held
1,489
-35.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#406
of 685 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026BSW Wealth Partners holds $802,927 across 2 Steel names. RS ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RS |
Reliance, Inc.
This page
|
1,489 | $556,290 | |
| 2 | GGB |
Gerdau S.A.
|
61,049 | $246,637 |
All Filings in RS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,290 | 1,489 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||