Ritter Daniher Financial Advisory LLC / DE BW — BABCOCK & WILCOX ENTERPRISES

Ownership history in Ritter Daniher Financial Advisory LLC / DE  ·  15 quarters on record

AI Ownership Summary

Ritter Daniher Financial Advisory LLC / DE reported BABCOCK & WILCOX ENTERPRISES (BW) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows BW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ritter Daniher Financial Advisory LLC / DE's position in BABCOCK & WILCOX ENTERPRISES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BW stock page Ritter Daniher Financial Advisory LLC / DE fund profile Ritter Daniher Financial Advisory LLC / DE full holdings
How Ritter Daniher Financial Advisory LLC / DE held BW — position size vs. price
% of Fund (quarterly)    BW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 100 -400 -80.0% 0.00% $1K 2026-07-14 $11.09
2026 Q1 UNCHANGED — — — 500 — 0% 0.00% $7K 2026-05-06 $15.55
2025 Q4 REDUCED 50.0% +131.7% ❌ 500 -500 -50.0% 0.00% $3K 2026-02-10 $9.72
2025 Q3 UNCHANGED — — — 1,000 — 0% 0.00% $3K 2025-11-03 $3.92
2025 Q2 UNCHANGED — — — 1,000 — 0% 0.00% $963 2025-08-11 $1.27
2025 Q1 UNCHANGED — — — 1,000 — 0% 0.00% $673 2025-05-09 $0.50
2024 Q4 UNCHANGED — — — 1,000 — 0% 0.00% $2K 2025-02-13 $1.43
2024 Q3 UNCHANGED — — — 1,000 — 0% 0.00% $2K 2024-11-07 $2.51
2024 Q2 UNCHANGED — — — 1,000 — 0% 0.00% $1K 2024-08-12 $1.01
2024 Q1 UNCHANGED — — — 1,000 — 0% 0.00% $1K 2024-05-13 $1.19
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BW

As of 2026 Q2 — sorted by position size

Diversified Trust Co 3Y 7Y 0.01% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.01% Carolina Wealth Advisors, LLC 3Y 0.0% Fortitude Family Office, LLC 0.0% Farther Finance Advisors, LLC 0.0% Holos Integrated Wealth LLC 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Ritter Daniher Financial Advisory LLC / DE and BW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ritter Daniher Financial Advisory LLC / DE reported owning BW?

Ritter Daniher Financial Advisory LLC / DE reported BW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BW position in Ritter Daniher Financial Advisory LLC / DE's portfolio?

The largest reported portfolio weight for BW was 0.00% in 2026 Q1.

What is the latest reported BW position on this page?

The most recent filing on this page is 2026 Q2, when Ritter Daniher Financial Advisory LLC / DE reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this BW ownership page compare?

The chart compares Ritter Daniher Financial Advisory LLC / DE's quarterly BW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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