Position in BWXT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$817
-$5,059 QoQ
Shares Held
4
-88.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026CURIO WEALTH, LLC holds $783,040 across 1 Aerospace & Defense name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,537 | $783,040 |
All Filings in BWXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $817 | 4 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,876 | 34 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $4,753 | 33 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $98 | 1 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||