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FormulaFolio Investments, LLC: BWX position timeline

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

FormulaFolio Investments, LLC held 65,721 BWX shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 65,721 shares
    Change vs previous 13F -2,517 shares

    0.64% of the 13F portfolio, value $1,929,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 68,238 shares
    Change vs previous 13F -318,023 shares

    0.66% of the 13F portfolio, value $2,038,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 386,261 shares
    Change vs previous 13F +47,412 shares

    0.25% of the 13F portfolio, value $12,063,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 338,849 shares
    Change vs previous 13F -101,427 shares

    0.39% of the 13F portfolio, value $10,054,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 440,276 shares
    Change vs previous 13F +4,555 shares

    0.52% of the 13F portfolio, value $12,728,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 435,721 shares
    Change vs previous 13F +406,539 shares

    0.65% of the 13F portfolio, value $12,113,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 29,182 shares
    Change vs previous 13F +2,017 shares

    0.03% of the 13F portfolio, value $841,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 27,165 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $780,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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