Heritage Investment Group, Inc.
Position in BWXT — BWX Technologies, Inc.
CIK 1876811
POMPANO BEACH, FL
Position in BWXT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$496,162
-$25,083 QoQ
Shares Held
2,549
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#491
of 841 holders
Holding Since
Mar 2024
10 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, 2026Heritage Investment Group, Inc. holds $1,612,023 across 4 Aerospace & Defense names. BWXT ranks #2 (30.8% of the industry book) .
All Filings in BWXT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,162 | 2,549 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $521,245 | 2,549 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $440,569 | 2,549 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $442,488 | 2,400 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $345,744 | 2,400 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $236,760 | 2,400 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $267,336 | 2,400 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $260,880 | 2,400 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $228,000 | 2,400 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $246,288 | 2,400 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||