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United Advisor Group, LLC

Position in BW — Babcock & Wilcox Enterprises, Inc.

CIK 2004873 CINCINNATI, OH

Position in BW

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$3,028,595
New position
Shares Held
214,794
first reported quarter
Ownership
0.144%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#59
of 200 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Derivatives in BW

reported options exposure · as of Jun 30, 2026
CallValue
$528,750
CallShares
37,500
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

United Advisor Group, LLC holds $4,566,737 across 4 Specialty Industrial Machinery names. BW ranks #1 (66.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BW
Babcock & Wilcox Enterprises, Inc.
This page
214,794 $3,028,595

All Filings in BW

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $528,750 37,500
2026-06-30 $3,028,595 214,794