Twelve Points Wealth Management LLC

Position in BWA — Borgwarner Inc

CIK 1877090 CONCORD, MA

Position in BWA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,831,495

+$339,442 QoQ

Shares Held

42,643

-7.2% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#268

of 815 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Consumer Cyclical · as of Jun 30, 2026

Twelve Points Wealth Management LLC holds $3,845,197 across 3 Auto Parts names. BWA ranks #1 (73.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWA	Borgwarner Inc This page	42,643	$2,831,495
2	MGA	Magna International Inc	13,057	$857,322
3	MBLY	Mobileye Global Inc.	16,155	$156,380

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,831,495	42,643	-7.2%	Shares	Sole	2026-08-07
2026-03-31	$2,492,053	45,928	-5.3%	Shares	Sole	2026-04-14
2025-12-31	$2,186,446	48,523	-18.8%	Shares	Sole	2026-01-23
2025-09-30	$2,625,818	59,732	-10.0%	Shares	Sole	2025-10-22
2025-06-30	$2,221,900	66,365	+6.9%	Shares	Sole	2025-07-16
2025-03-31	$1,778,276	62,069	+14.4%	Shares	Sole	2025-04-30
2024-12-31	$1,724,416	54,244	+23.1%	Shares	Sole	2025-01-23
2024-09-30	$1,598,864	44,058	+16.6%	Shares	Sole	2024-10-16
2024-06-30	$1,218,543	37,796	+10.9%	Shares	Sole	2024-07-12
2024-03-31	$1,184,390	34,093	+16.4%	Shares	Sole	2024-04-15
2023-12-31	$1,050,225	29,295	+6.2%	Shares	Sole	2024-01-12
2023-09-30	$1,113,687	27,587	+6.8%	Shares	Sole	2023-10-18
2023-06-30	$1,262,807	25,819	+13.4%	Shares	Sole	2023-07-13
2023-03-31	$1,117,840	22,762	+17.2%	Shares	Sole	2023-04-18
2022-12-31	$781,895	19,426	-21.9%	Shares	Sole	2023-01-17
2022-09-30	$780,759	24,865	+8.9%	Shares	Sole	2022-10-20
2022-06-30	$761,603	22,823	+29.0%	Shares	Sole	2022-07-18
2022-03-31	$688,453	17,698	+60.2%	Shares	Sole	2022-05-11
2021-12-31	$497,888	11,047	—	Shares	Sole	2022-03-18
No filing history on record for this holder in this stock.