ELEVATION WEALTH PARTNERS, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in BWXT
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,476
+$531 QoQ
Shares Held
17
-45.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
2 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,160,850 across 23 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,868 | $354,415 | |
| 2 | BA |
Boeing Co
|
1,249 | $270,371 | |
| 3 | GE |
General Electric Co
|
264 | $98,664 | |
| 4 | LMT |
Lockheed Martin Corp
|
193 | $98,325 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
236 | $63,450 | |
| 6 | GD |
General Dynamics Corp
|
146 | $51,719 | |
| 7 | CW |
Curtiss Wright Corp
|
54 | $40,919 | |
| 8 | WWD |
Woodward, Inc.
|
91 | $38,715 |
All Filings in BWXT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,476 | 17 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $2,945 | 31 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||