Skip to content
Disclosery

LPL Financial LLC: BWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on BWX, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 419,399 BWX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 419,399 shares
    Change vs previous 13F -28,655 shares

    <0.01% of the 13F portfolio, value $9,092,580.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 448,054 shares
    Change vs previous 13F +21,758 shares

    <0.01% of the 13F portfolio, value $9,834,787.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    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 426,296 shares
    Change vs previous 13F -3,540 shares

    <0.01% of the 13F portfolio, value $9,604,438.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 429,836 shares
    Change vs previous 13F +28,444 shares

    <0.01% of the 13F portfolio, value $9,886,219.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 401,392 shares
    Change vs previous 13F -42,685 shares

    <0.01% of the 13F portfolio, value $9,428,690.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 444,077 shares
    Change vs previous 13F -83,533 shares

    <0.01% of the 13F portfolio, value $9,707,527.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 527,610 shares
    Change vs previous 13F -5,909 shares

    <0.01% of the 13F portfolio, value $11,285,584.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 533,519 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,463,005.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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