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IAMS WEALTH MANAGEMENT, LLC: BWXT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAMS WEALTH MANAGEMENT, LLC on BWXT, newest first. How the timeline and the estimate are built.

IAMS WEALTH MANAGEMENT, LLC held 4,517 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,517 shares
    Change vs previous 13F +274 shares

    0.26% of the 13F portfolio, value $879,389.

    13F-HR 0001998182-26-000003 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,243 shares
    Change vs previous 13F -114 shares

    0.3% of the 13F portfolio, value $867,768.

    13F-HR 0001998182-26-000002 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,357 shares
    Change vs previous 13F -177 shares

    0.27% of the 13F portfolio, value $753,183.

    13F-HR 0001998182-26-000001 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,534 shares
    Change vs previous 13F -1,001 shares

    0.34% of the 13F portfolio, value $836,020.

    13F-HR 0001998182-25-000003 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,535 shares
    Change vs previous 13F -508 shares

    0.37% of the 13F portfolio, value $797,379.

    13F-HR 0001085146-25-003783 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,043 shares
    Change vs previous 13F +1,580 shares

    0.27% of the 13F portfolio, value $596,140.

    13F-HR 0001085146-25-001999 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,463 shares
    Change vs previous 13F +792 shares

    0.23% of the 13F portfolio, value $497,132.

    13F-HR 0001085146-25-000432 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,671 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $399,038.

    13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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