BSW Wealth Partners

CIK
0001512601
City
BOULDER
State / Country
CO

Holdings in WIT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $693,403 244,156
2025-09-30 $550,798 209,429
2025-06-30 $495,723 164,147
2025-03-31 $493,538 161,287
2024-12-31 $633,953 179,083
2024-09-30 $286,565 88,446
2024-06-30 $262,385 86,028
2024-03-31 $246,787 85,839
2023-12-31 $222,607 79,931
2023-09-30 $185,221 76,538
2023-06-30 $142,869 60,538
2023-03-31 $127,280 56,695
2022-12-31 $101,275 43,466
2022-09-30 $88,190 37,448
2022-06-30 $120,332 45,323
2022-03-31 $142,407 36,941
2021-12-31 $86,737 17,774
2021-09-30 $70,798 16,036
2021-06-30 $58,781 15,053