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BSW Wealth Partners

SEC CIK
0001512601
Latest filing
Jul 15, 2026

IT holding history

Gartner Inc in every 13F filed by BSW Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of IT by BSW Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−822−100.0%Sold outHolders
Q4 2025822$207.4K<0.1%−62−7.0%ReducedHolders
Q3 2025884$232.4K<0.1%+884NewHolders
Q1 20250$00.0%−660−100.0%Sold outHolders
Q4 2024660$319.7K<0.1%+14+2.2%AddedHolders
Q3 2024646$327.4K<0.1%+646NewHolders
Q1 20240$00.0%−617−100.0%Sold outHolders
Q4 2023617$278.3K0.1%+22+3.7%AddedHolders
Q3 2023595$204.4K<0.1%−125−17.4%ReducedHolders
Q2 2023720$252.2K0.1%+7+1.0%AddedHolders
Q1 2023713$232.3K<0.1%−42−5.6%ReducedHolders
Q4 2022755$254.0K0.1%+755NewHolders
Q3 20220$00.0%−864−100.0%Sold outHolders
Q2 2022864$209.0K0.1%−46−5.1%ReducedHolders
Q1 2022910$271.0K0.1%+293+47.5%AddedHolders
Q4 2021617$206.0K0.1%+617NewHolders