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Zevia Pbc-a shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of Zevia Pbc-a (ZVIA) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in Zevia Pbc-a

Tip: Access up to 7 years of quarterly data

All positions including Zevia Pbc-a held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zevia Pbc-a by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $308k 153k 2.01
2023-09-30 $340k 153k 2.22
2023-06-30 $1.5M 344k 4.31
2023-03-31 $1.5M 400k 3.85

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for BSW Wealth Partners

Top funds holding Zevia Pbc-a

Caisse de depot et placement du Quebec
Vanguard Group
Emerald Advisers
Emerald Mutual Fund Advisers, Trust
Kennedy Capital Management
Bank of New York Mellon
Jacobs Levy Equity Management
Charles Schwab Investment Management
Sapient Capital
Anchor Capital Advisors
Barclays
Nwam
Dimensional Fund Advisors
Captrust Financial Advisors
UBS Group

View all funds holding Zevia Pbc-a