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Disclosery

Focus Partners Wealth: BWXT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on BWXT, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 160,460 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,460 shares
    Change vs previous 13F -3,938 shares

    0.03% of the 13F portfolio, value $31,233,643.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 164,398 shares
    Change vs previous 13F -5,065 shares

    0.04% of the 13F portfolio, value $33,606,746.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 169,463 shares
    Change vs previous 13F +8,553 shares

    0.03% of the 13F portfolio, value $29,313,255.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 160,910 shares
    Change vs previous 13F +2,164 shares

    0.05% of the 13F portfolio, value $29,651,401.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 158,746 shares
    Change vs previous 13F +141,310 shares

    0.05% of the 13F portfolio, value $22,869,031.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 17,436 shares
    Change vs previous 13F -2,072 shares

    <0.01% of the 13F portfolio, value $1,720,127.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 19,508 shares
    Change vs previous 13F +731 shares

    0.01% of the 13F portfolio, value $2,173,105.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 18,777 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,041,077.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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