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Steward Partners Investment Advisory, LLC: BWXT position timeline

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

Steward Partners Investment Advisory, LLC held 40,638 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 40,638 shares
    Change vs previous 13F -350 shares

    0.04% of the 13F portfolio, value $7,910,283.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment 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 40,988 shares
    Change vs previous 13F +3,167 shares

    0.04% of the 13F portfolio, value $8,381,637.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment 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 37,821 shares
    Change vs previous 13F +1,473 shares

    0.04% of the 13F portfolio, value $6,536,910.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment 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 36,348 shares
    Change vs previous 13F +181 shares

    0.04% of the 13F portfolio, value $6,701,516.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment 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 36,167 shares
    Change vs previous 13F -9,482 shares

    0.04% of the 13F portfolio, value $5,210,182.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 45,649 shares
    Change vs previous 13F +4,382 shares

    0.04% of the 13F portfolio, value $4,503,288.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 41,267 shares
    Change vs previous 13F +9,138 shares

    0.04% of the 13F portfolio, value $4,596,772.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 32,129 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,492,395.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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