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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

BWXT holding history

BWX Technologies, Inc. in every 13F filed by Personal Cfo Solutions, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of BWXT by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,404−100.0%Sold outHolders
Q2 20252,404$346.3K0.1%−418−14.8%ReducedHolders
Q1 20252,822$278.4K0.1%−222−7.3%ReducedHolders
Q4 20243,044$339.0K0.1%−152−4.8%ReducedHolders
Q3 20243,196$347.4K<0.1%−34−1.1%ReducedHolders
Q2 20243,230$306.8K<0.1%−799−19.8%ReducedHolders
Q1 20244,029$413.6K0.1%−854−17.5%ReducedHolders
Q4 20234,883$374.7K0.1%+90+1.9%AddedHolders
Q3 20234,793$359.4K0.1%−159−3.2%ReducedHolders
Q2 20234,952$354.4K0.1%+78+1.6%AddedHolders
Q1 20234,874$307.2K0.1%−18−0.4%ReducedHolders
Q4 20224,892$284.1K0.1%+269+5.8%AddedHolders
Q3 20224,623$233.0K0.1%−72−1.5%ReducedHolders
Q2 20224,695$259.0K0.1%−20−0.4%ReducedHolders
Q1 20224,715$254.0K0.1%+488+11.5%AddedHolders
Q4 20214,227$202.0K<0.1%−405−8.7%ReducedHolders
Q3 20214,632$250.0K0.1%+149+3.3%AddedHolders
Q2 20214,483$261.0K0.1%+37+0.8%AddedHolders
Q1 20214,446$293.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.