Chief Compliance Officer

0001512601-22-000007.txt : 20220815 0001512601-22-000007.hdr.sgml : 20220815 20220815154757 ACCESSION NUMBER: 0001512601-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221165397 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 06-30-2022 06-30-2022 BSW Wealth Partners

2336 PEARL STREET BOULDER CO 80302

13F COMBINATION REPORT 028-14299 0000884541 028-03125 TRILLIUM ASSET MANAGEMENT, LLC 0001815217 028-20459 NIA IMPACT ADVISORS, LLC N Nicole Murphey Chief Compliance Officer (303) 444-9696 /s/ Nicole Murphey Boulder CO 08-15-2022 0 278 417326 false INFORMATION TABLE 2 bsw13fq22022.xml ABB LTD SPONSORED ADR 000375204 628 23491 SH SOLE 0 0 0 23491 ABBOTT LABS COM 002824100 1336 12297 SH SOLE 0 0 0 12297 ABBVIE INC COM 00287Y109 1509 9855 SH SOLE 0 0 0 9855 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1078 3881 SH SOLE 0 0 0 3881 ACTIVISION BLIZZARD INC COM 00507V109 207 2658 SH SOLE 0 0 0 2658 ADOBE INC COM 00724F101 959 2621 SH SOLE 0 0 0 2621 ADVANCED MICRO DEVICES INC COM 007903107 280 3660 SH SOLE 0 0 0 3660 AERIE PHARMACEUTICALS INC COM 00771V108 156 20750 SH SOLE 0 0 0 20750 AGILENT TECHNOLOGIES INC COM 00846U101 790 6650 SH SOLE 0 0 0 6650 ALBEMARLE CORP COM 012653101 212 1013 SH SOLE 0 0 0 1013 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 205 1413 SH SOLE 0 0 0 1413 ALLSTATE CORP COM 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