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FIDUCIARY FINANCIAL GROUP, LLC: BWZ position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 12,057 BWZ 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 12,057 shares
    Change vs previous 13F -225 shares

    0.04% of the 13F portfolio, value $322,970.

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

  2. period ended2026-06-30
    13F 12,282 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $328,544.

    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 12,282 shares
    Change vs previous 13F -1,736 shares

    0.04% of the 13F portfolio, value $330,631.

    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 14,018 shares
    Change vs previous 13F +4,956 shares

    0.05% of the 13F portfolio, value $384,233.

    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 9,062 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $252,105.

    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).