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RFG Advisory, LLC: BWX position timeline

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

RFG Advisory, LLC held 30,022 BWX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,022 shares
    Change vs previous 13F +6,960 shares

    0.01% of the 13F portfolio, value $650,868.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 23,062 shares
    Change vs previous 13F -114,314 shares

    0.01% of the 13F portfolio, value $506,215.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 137,376 shares
    Change vs previous 13F +19,057 shares

    0.06% of the 13F portfolio, value $3,095,081.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 118,319 shares
    Change vs previous 13F -111,869 shares

    0.06% of the 13F portfolio, value $2,721,338.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 230,188 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,407,120.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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