0001512601-20-000004.txt : 20200514 0001512601-20-000004.hdr.sgml : 20200514 20200514141603 ACCESSION NUMBER: 0001512601-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200514 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BSW Wealth Partners CENTRAL INDEX KEY: 0001512601 IRS NUMBER: 841447359 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14299 FILM NUMBER: 20876945 BUSINESS ADDRESS: STREET 1: 2336 PEARL STREET CITY: BOULDER STATE: CO ZIP: 80302 BUSINESS PHONE: 303-444-9696 MAIL ADDRESS: STREET 1: 2336 PEARL STREET CITY: BOULDER STATE: CO ZIP: 80302 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001512601 XXXXXXXX 03-31-2020 03-31-2020 BSW Wealth Partners

2336 PEARL STREET BOULDER CO 80302

13F COMBINATION REPORT 028-14299 0000884541 028-03125 TRILLIUM ASSET MANAGEMENT, LLC Nia Impact Capital N Nicole Murphey 3034449696 /s/ Nicole Murphey Boulder CO 05-14-2020 0 111 240828 false INFORMATION TABLE 2 bsw13fq12020.xml ABBOTT LABS COM 002824100 519 6576 SH SOLE 0 0 0 6576 ABBVIE INC COM 00287Y109 545 7152 SH SOLE 0 0 0 7152 ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS 003264108 162 11960 SH SOLE 0 0 0 11960 AEGON N V NY REGISTRY SHS 007924103 43 17228 SH SOLE 0 0 0 17228 AGILENT TECHNOLOGIES INC COM 00846U101 338 4726 SH SOLE 0 0 0 4726 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 259 1334 SH SOLE 0 0 0 1334 ALLSTATE CORP COM 020002101 278 3031 SH SOLE 0 0 0 3031 ALPHABET INC CAP STK CL C 02079K107 822 707 SH SOLE 0 0 0 707 ALPHABET INC CAP STK CL A 02079K305 360 310 SH SOLE 0 0 0 310 AMAZON COM INC COM 023135106 973 499 SH SOLE 0 0 0 499 AMGEN INC COM 031162100 505 2491 SH SOLE 0 0 0 2491 APPLE INC COM 037833100 3336 13118 SH SOLE 0 0 0 13118 ASE TECHNOLOGY HOLDING CO LT 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