Sound Income Strategies, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1730960
Ft Lauderdale, FL
Position in BWXT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$99,382
+$15,382 QoQ
Shares Held
486
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Sound Income Strategies, LLC holds $4,288,530 across 6 Aerospace & Defense names.
All Filings in BWXT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,382 | 486 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $84,000 | 486 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $94,213 | 511 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $70,013 | 486 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $44,096 | 447 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $49,791 | 447 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $48,588 | 447 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $36,670 | 386 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $39,611 | 386 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $29,617 | 386 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $28,942 | 386 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $27,626 | 386 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $24,333 | 386 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $22,418 | 386 | Shares | Sole | 2023-01-11 | |
| 2021-03-31 | $1,120 | 17 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||