BSW Wealth Partners
- SEC CIK
- 0001512601
- Latest filing
- Jul 15, 2026
WD holding history
Walker & Dunlop, 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.
WD overviewAll 13F holders of WDFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −28,077−100.0% | Sold out | Holders |
| Q2 2025 | 28,077 | $1.98M | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2025 | 28,077 | $2.40M | 0.4% | 00.0% | Unchanged | Holders |
| Q4 2024 | 28,077 | $2.73M | 0.4% | 00.0% | Unchanged | Holders |
| Q3 2024 | 28,077 | $3.19M | 0.5% | +9,955+54.9% | Added | Holders |
| Q2 2024 | 18,122 | $1.78M | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2024 | 18,122 | $1.83M | 0.3% | +12,752+237.5% | Added | Holders |
| Q4 2023 | 5,370 | $596.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 5,370 | $398.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 5,370 | $424.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 5,370 | $409.0K | 0.1% | +5,370 | New | Holders |