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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BWXT holding history

BWX Technologies, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BWXT overviewAll 13F holders of BWXTFull Q2 2026 holdings

Shares (Q2 2026)
67
Value
$13.0K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of BWXT by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667$13.0K<0.1%+32+91.4%AddedHolders
Q1 202635$7.16K<0.1%−334−90.5%ReducedHolders
Q4 2025369$63.8K<0.1%00.0%UnchangedHolders
Q3 2025369$68.0K<0.1%−1,728−82.4%ReducedHolders
Q2 20252,097$302.1K<0.1%−1,248−37.3%ReducedHolders
Q1 20253,345$330.0K<0.1%+63+1.9%AddedHolders
Q4 20243,282$365.6K<0.1%−558−14.5%ReducedHolders
Q3 20243,840$417.4K<0.1%+20+0.5%AddedHolders
Q2 20243,820$362.9K<0.1%+3,490+1,057.6%AddedHolders
Q1 2024330$29.3K<0.1%00.0%UnchangedHolders
Q4 2023330$25.3K<0.1%00.0%UnchangedHolders
Q3 2023330$24.7K<0.1%00.0%UnchangedHolders
Q2 2023330$23.6K<0.1%00.0%UnchangedHolders
Q1 2023330$20.8K<0.1%00.0%UnchangedHolders
Q4 2022330$19.2K<0.1%00.0%UnchangedHolders
Q3 2022330$17.0K<0.1%00.0%UnchangedHolders
Q2 2022330$18.0K<0.1%+80+32.0%AddedHolders
Q1 2022250$13.0K<0.1%+250NewHolders