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CAPTRUST FINANCIAL ADVISORS: BWXT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on BWXT, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 43,180 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,180 shares
    Change vs previous 13F +4,797 shares

    0.01% of the 13F portfolio, value $8,405,003.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,383 shares
    Change vs previous 13F +901 shares

    0.01% of the 13F portfolio, value $7,848,581.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,482 shares
    Change vs previous 13F -1,432 shares

    0.01% of the 13F portfolio, value $6,478,426.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,914 shares
    Change vs previous 13F +966 shares

    0.01% of the 13F portfolio, value $7,174,595.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,948 shares
    Change vs previous 13F -383 shares

    0.01% of the 13F portfolio, value $5,466,766.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,331 shares
    Change vs previous 13F +9,543 shares

    0.01% of the 13F portfolio, value $3,781,383.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,788 shares
    Change vs previous 13F +1,722 shares

    0.01% of the 13F portfolio, value $3,206,693.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,066 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,942,074.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).