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Sequoia Financial Advisors, LLC: BWXT position timeline

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

Sequoia Financial Advisors, LLC held 60,999 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,999 shares
    Change vs previous 13F +9,425 shares

    0.06% of the 13F portfolio, value $11,873,473.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, 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 51,574 shares
    Change vs previous 13F +64 shares

    0.06% of the 13F portfolio, value $10,546,342.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, 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 51,510 shares
    Change vs previous 13F +2,302 shares

    0.05% of the 13F portfolio, value $8,902,980.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, 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 49,208 shares
    Change vs previous 13F +2,799 shares

    0.06% of the 13F portfolio, value $9,072,475.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, 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/A 46,409 shares
    Change vs previous 13F +3,087 shares

    0.05% of the 13F portfolio, value $6,685,652.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, 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/A 43,322 shares
    Change vs previous 13F +3,716 shares

    0.03% of the 13F portfolio, value $4,273,710.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, 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/A 39,606 shares
    Change vs previous 13F +3,443 shares

    0.04% of the 13F portfolio, value $4,411,743.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, 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 36,163 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,930,881.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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