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Disclosery

Spartan Planning & Wealth Management: BWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spartan Planning & Wealth Management on BWX, newest first. How the timeline and the estimate are built.

Spartan Planning & Wealth Management held 0 BWX shares at 2026-03-31 per its 13F-HR filed 2026-04-16.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -50,293 shares

    13F-HR 0001749283-26-000004 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 50,293 shares
    Change vs previous 13F -143,716 shares

    0.84% of the 13F portfolio, value $1,133,091.

    13F-HR 0001749283-26-000001 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 194,009 shares
    Change vs previous 13F +17,016 shares

    3.48% of the 13F portfolio, value $4,462,211.

    13F-HR 0001749283-25-000008 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 176,993 shares
    Change vs previous 13F +69,486 shares

    3.56% of the 13F portfolio, value $4,157,569.

    13F-HR 0001749283-25-000004 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 107,507 shares
    Change vs previous 13F +64,528 shares

    2.28% of the 13F portfolio, value $2,350,103.

    13F-HR 0001749283-25-000003 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 42,979 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $919,321.

    13F-HR 0001749283-25-000001 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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