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Independent Advisor Alliance: BWXT position timeline

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

Independent Advisor Alliance held 27,597 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,597 shares
    Change vs previous 13F -1,584 shares

    0.13% of the 13F portfolio, value $5,371,789.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 29,181 shares
    Change vs previous 13F +1,725 shares

    0.06% of the 13F portfolio, value $5,967,143.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 27,456 shares
    Change vs previous 13F +193 shares

    0.12% of the 13F portfolio, value $4,745,545.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 27,263 shares
    Change vs previous 13F -264 shares

    0.13% of the 13F portfolio, value $5,026,568.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 27,527 shares
    Change vs previous 13F -653 shares

    0.11% of the 13F portfolio, value $3,965,585.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 28,180 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $2,779,995.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 28,177 shares
    Change vs previous 13F +676 shares

    0.04% of the 13F portfolio, value $3,138,592.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 27,501 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,989,311.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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