AXXCESS WEALTH MANAGEMENT, LLC: BWXT position timeline

AXXCESS WEALTH MANAGEMENT, LLC held 5,093 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,093 shares

   Change vs previous 13F +1,370 shares

   0.02% of the 13F portfolio, value $991,352.

   13F-HR 0001951757-26-001071 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,723 shares

   Change vs previous 13F +632 shares

   0.02% of the 13F portfolio, value $761,316.

   13F-HR 0001951757-26-000760 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F/A 3,091 shares

   Change vs previous 13F -2,305 shares

   0.01% of the 13F portfolio, value $534,248.

   13F-HR/A 0001951757-26-000480 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2026-02-19 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,396 shares

   Change vs previous 13F +1,650 shares

   0.02% of the 13F portfolio, value $994,861.

   13F-HR 0001951757-25-001345 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,746 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $539,649.

   13F-HR 0001951757-25-000970 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).