BSW Wealth Partners

SEC CIK: 0001512601
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

WPM holding history

Wheaton Precious Metals Corp. 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.

WPM overview All 13F holders of WPM Full Q2 2026 holdings

Shares (Q2 2026): 2,984
Value: $335.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2021

Holdings of WPM by BSW Wealth Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,984	$335.2K	<0.1%	+2,984	New	Holders
Q3 2021	0	$0	0.0%	−7,969−100.0%	Sold out	Holders
Q2 2021	7,969	$351.0K	0.1%	+938+13.3%	Added	Holders
Q1 2021	7,031	$269.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.