Position in BWXT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$40,898
+$6,330 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026WFA of San Diego, LLC holds $1,186,644 across 4 Aerospace & Defense names.
All Filings in BWXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,898 | 200 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $34,568 | 200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,874 | 200 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $28,812 | 200 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||