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STRATEGIC PLANNING GROUP, LLC: BWXT position timeline

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

STRATEGIC PLANNING GROUP, LLC held 33,167 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 33,167 shares
    Change vs previous 13F +1,188 shares

    0.7% of the 13F portfolio, value $6,456,029.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, 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 31,979 shares
    Change vs previous 13F -6,230 shares

    0.91% of the 13F portfolio, value $6,539,534.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING 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 ended2025-12-31
    13F 38,209 shares
    Change vs previous 13F +1,714 shares

    0.85% of the 13F portfolio, value $6,604,141.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING 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 ended2025-09-30
    13F 36,495 shares
    Change vs previous 13F +3,175 shares

    0.91% of the 13F portfolio, value $6,728,616.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING 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 ended2025-06-30
    13F 33,320 shares
    Change vs previous 13F +1,985 shares

    0.78% of the 13F portfolio, value $4,800,118.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING 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 ended2025-03-31
    13F 31,335 shares
    Change vs previous 13F +4,362 shares

    0.6% of the 13F portfolio, value $3,091,238.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, 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 26,973 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,004,601.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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