Ownership history in Integrated Wealth Concepts LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in BWX TECHNOLOGIES (BWXT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,365 | -1,579 | -40.0% | 0.00% | $436K | $183.85 |
| 2025 Q1 | ADDED | 3,944 | +77 | +2.0% | 0.00% | $389K | $98.01 |
| 2024 Q4 | REDUCED | 3,867 | -383 | -9.0% | 0.01% | $431K | $110.38 |
| 2024 Q3 | REDUCED | 4,250 | -131 | -3.0% | 0.01% | $462K | $107.51 |
| 2024 Q2 | REDUCED | 4,381 | -1,992 | -31.3% | 0.01% | $416K | $93.73 |
| 2024 Q1 | ADDED | 6,373 | +560 | +9.6% | 0.01% | $654K | $100.98 |
| 2023 Q4 | REDUCED | 5,813 | -152 | -2.5% | 0.01% | $446K | $75.33 |
| 2023 Q3 | ADDED | 5,965 | +1,069 | +21.8% | 0.01% | $447K | $73.39 |
| 2023 Q2 | INITIATED | 4,896 | — | — | 0.01% | $350K | $69.84 |
As of 2025 Q4 — sorted by position size