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Kestra Advisory Services, LLC: BWX position timeline

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

Kestra Advisory Services, LLC held 13,755 BWX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,755 shares
    Change vs previous 13F -6,067 shares

    <0.01% of the 13F portfolio, value $298,207.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 19,822 shares
    Change vs previous 13F -1,350 shares

    <0.01% of the 13F portfolio, value $435,088.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 21,172 shares
    Change vs previous 13F -2,136 shares

    <0.01% of the 13F portfolio, value $477,014.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 23,308 shares
    Change vs previous 13F -6,734 shares

    <0.01% of the 13F portfolio, value $536,080.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 30,042 shares
    Change vs previous 13F +2,731 shares

    <0.01% of the 13F portfolio, value $705,683.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 27,311 shares
    Change vs previous 13F -2,142 shares

    <0.01% of the 13F portfolio, value $597,018.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 29,453 shares
    Change vs previous 13F -1,301 shares

    <0.01% of the 13F portfolio, value $630,000.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 30,754 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $718,407.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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