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FIDUCIARY FINANCIAL GROUP, LLC: BWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FINANCIAL GROUP, LLC on BWX, newest first. How the timeline and the estimate are built.

FIDUCIARY FINANCIAL GROUP, LLC held 11,542 BWX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,542 shares
    Change vs previous 13F -5,698 shares

    0.03% of the 13F portfolio, value $244,460.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,240 shares
    Change vs previous 13F -10,398 shares

    0.04% of the 13F portfolio, value $373,763.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,638 shares
    Change vs previous 13F +6,410 shares

    0.08% of the 13F portfolio, value $606,654.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,228 shares
    Change vs previous 13F -4,030 shares

    0.07% of the 13F portfolio, value $478,267.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,258 shares
    Change vs previous 13F +14,511 shares

    0.09% of the 13F portfolio, value $580,934.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,747 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $252,555.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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