Alphabet Inc.
MX ˙ BMV ˙ US02079K1079
SecurityMX:GOOG / Alphabet Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership29,117 shares
Latest Disclosed Value $ 8,352,590
BSW Wealth Partners reports 0.77% decrease in ownership of GOOG / Alphabet Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 29,117 shares of Alphabet Inc. (MX:GOOG) valued at $8,352,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 29,343 shares of Alphabet Inc.. This represents a change in shares of -0.77% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F ALPHABET CAP STK CL C 02079K107 29,117 -226 -0.77 8,353 -9.29 1.0193
2026-01-23 2025-12-31 13F ALPHABET CAP STK CL C 02079K107 29,343 141 0.48 9,208 29.46 1.1049
2025-10-15 2025-09-30 13F ALPHABET CAP STK CL C 02079K107 29,202 745 2.62 7,112 40.89 0.8858
2025-07-18 2025-06-30 13F ALPHABET CAP STK CL C 02079K107 28,457 -1,270 -4.27 5,048 8.70 0.6918
2025-04-24 2025-03-31 13F ALPHABET CAP STK CL C 02079K107 29,727 5,249 21.44 4,644 -0.36 0.7052
2025-01-22 2024-12-31 13F ALPHABET CAP STK CL C 02079K107 24,478 1,205 5.18 4,661 19.82 0.6842
2024-10-29 2024-09-30 13F ALPHABET CAP STK CL C 02079K107 23,273 484 2.12 3,891 -6.94 0.5839
2024-07-16 2024-06-30 13F ALPHABET CAP STK CL C 02079K107 22,789 -511 -2.19 4,180 17.85 0.6859
2024-04-23 2024-03-31 13F ALPHABET CAP STK CL C 02079K107 23,300 -1,175 -4.80 3,548 2.84 0.6010
2024-01-25 2023-12-31 13F ALPHABET CAP STK CL C 02079K107 24,475 -1,200 -4.67 3,449 1.89 0.6840
2023-10-27 2023-09-30 13F ALPHABET CAP STK CL C 02079K107 25,675 7,634 42.31 3,385 55.13 0.7531
2023-08-11 2023-06-30 13F ALPHABET CAP STK CL C 02079K107 18,041 275 1.55 2,182 18.14 0.4553
2023-05-15 2023-03-31 13F ALPHABET CAP STK CL C 02079K107 17,766 588 3.42 1,848 184,600.00 0.3785
2023-02-14 2022-12-31 13F ALPHABET CAP STK CL C 02079K107 17,178 1,849 12.06 2 -99.93 0.3273
2022-11-14 2022-09-30 13F ALPHABET CAP STK CL C 02079K107 15,329 14,585 1,960.35 1,474 -9.46 0.3620
2022-08-15 2022-06-30 13F ALPHABET CAP STK CL C 02079K107 744 1 0.13 1,628 -21.54 0.3901
2022-05-16 2022-03-31 13F ALPHABET CAP STK CL C 02079K107 743 35 4.94 2,075 1.27 0.5245
2022-02-14 2021-12-31 13F ALPHABET CAP STK CL C 02079K107 708 33 4.89 2,049 13.90 0.5144
2021-11-15 2021-09-30 13F ALPHABET CAP STK CL C 02079K107 675 -155 -18.67 1,799 -13.51 0.5028
2021-08-16 2021-06-30 13F ALPHABET CAP STK CL C 02079K107 830 35 4.40 2,080 26.44 0.5720
2021-05-17 2021-03-31 13F ALPHABET CAP STK CL C 02079K107 795 228 40.21 1,645 65.66 0.4753
2021-02-16 2020-12-31 13F ALPHABET CAP STK CL C 02079K107 567 64 12.72 993 34.37 0.3052
2020-11-13 2020-09-30 13F ALPHABET CAP STK CL C 02079K107 503 -187 -27.10 739 -24.21 0.2774
2020-08-13 2020-06-30 13F ALPHABET CAP STK CL C 02079K107 690 -17 -2.40 975 18.61 0.3267
2020-05-14 2020-03-31 13F ALPHABET CAP STK CL C 02079K107 707 91 14.77 822 -0.24 0.3413
2020-02-18 2019-12-31 13F ALPHABET CAP STK CL C 02079K107 616 21 3.53 824 13.66 0.2807
2019-11-12 2019-09-30 13F ALPHABET CAP STK CL C 02079K107 595 58 10.80 725 25.00 0.2789
2019-08-13 2019-06-30 13F ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 537 245 83.90 580 69.10 0.2193
2019-05-14 2019-03-31 13F ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 292 -45 -13.35 343 -1.72 0.1358
2019-02-13 2018-12-31 13F ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 337 0 0.00 349 -13.18 0.1318
2018-11-09 2018-09-30 13F ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 337 -4 -1.17 402 5.79 0.1531
2018-08-07 2018-06-30 13F ALPHABET INC CAP STK CL C COM 02079K107 341 28 8.95 380 17.65 0.1643
2018-05-10 2018-03-31 13F ALPHABET INC CAP STK CL C COM 02079K107 313 -15 -4.57 323 -5.83 0.1447
2018-02-08 2017-12-31 13F ALPHABET CAP STK CL C 02079K107 328 0 0.00 343 8.89 0.1427
2017-11-03 2017-09-30 13F ALPHABET INC CAP STK CL C COM 02079K107 328 0 0.00 315 5.70 0.1373
2017-08-08 2017-06-30 13F ALPHABET INC CAP STK CL C COM 02079K107 328 0 0.00 298 9.56 0.1357
2017-05-17 2017-03-31 13F ALPHABET INC CAP STK CL C COM 02079K107 328 35 11.95 272 20.35 0.1347
2017-02-13 2016-12-31 13F ALPHABET INC CAP STK CL C COM 02079K107 293 65 28.51 226 -22.87 0.1180
2016-11-10 2016-09-30 13F ALPHABET INC CAP STK CL C COM 02079K107 228 -65 -22.18 293 44.33 0.0101
2016-08-11 2016-06-30 13F ALPHABET INC CAP STK CL C COM 02079K107 293 293 0.00 203 0.1116
2016-05-12 2016-03-31 13F ALPHABET INC CAP STK CL C ADDED COM 02079K107 0 -271 -100.00 0 -100.00
2016-02-12 2015-12-31 13F ALPHABET INC CAP STK CL C ADDED COM 02079K107 271 271 206 0.1029
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.