Kestra Advisory Services, LLC: BWXT position timeline

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

Kestra Advisory Services, LLC held 9,345 BWXT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 9,345 shares
Change vs previous 13F -2,199 shares
<0.01% of the 13F portfolio, value $1,819,042.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,147 shares
- Kestra Advisory Services, LLC: 4,198 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 11,544 shares
Change vs previous 13F -776 shares
0.01% of the 13F portfolio, value $2,360,587.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,485 shares
- Kestra Advisory Services, LLC: 4,059 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 12,320 shares
Change vs previous 13F +876 shares
0.01% of the 13F portfolio, value $2,129,446.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,103 shares
- Kestra Advisory Services, LLC: 4,217 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 11,444 shares
Change vs previous 13F +4,266 shares
0.01% of the 13F portfolio, value $2,110,054.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,716 shares
- Kestra Advisory Services, LLC: 3,728 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 7,178 shares
Change vs previous 13F +1,792 shares
<0.01% of the 13F portfolio, value $1,034,074.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,351 shares
- Kestra Advisory Services, LLC: 2,791 shares
- Kestra Investment Management, LLC: 36 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 5,386 shares
Change vs previous 13F -1,347 shares
<0.01% of the 13F portfolio, value $531,330.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,489 shares
- Kestra Advisory Services, LLC: 2,826 shares
- Kestra Investment Management, LLC: 71 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,733 shares
Change vs previous 13F +1,225 shares
<0.01% of the 13F portfolio, value $749,989.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,102 shares
- Kestra Advisory Services, LLC: 2,631 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 5,508 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $598,677.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,429 shares
- Kestra Advisory Services, LLC: 2,079 shares
Acceptance time not in the bulk data set (spec §4.2).