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Disclosery

Spire Wealth Management: BWXT position timeline

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

Spire Wealth Management held 25,433 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,433 shares
    Change vs previous 13F +534 shares

    0.15% of the 13F portfolio, value $4,949,964.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 24,899 shares
    Change vs previous 13F -1,678 shares

    0.17% of the 13F portfolio, value $5,091,548.

    13F-HR 0001858740-26-000002 filed by Spire 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 ended2025-12-31
    13F 26,577 shares
    Change vs previous 13F -1,501 shares

    0.15% of the 13F portfolio, value $4,593,637.

    13F-HR 0001858740-26-000001 filed by Spire 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 ended2025-09-30
    13F 28,078 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,176,741.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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