Summit Trail Advisors, LLC

SEC CIK: 0001698478
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

BWXT holding history

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

BWXT overview All 13F holders of BWXT Full Q2 2026 holdings

Shares (Q2 2026): 20,166
Value: $3.93M
% of portfolio: <0.1%
Quarters held: 5; Since Q2 2025

Holdings of BWXT by Summit Trail Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,166	$3.93M	<0.1%	+3,979+24.6%	Added	Holders
Q1 2026	16,187	$3.31M	<0.1%	−1,920−10.6%	Reduced	Holders
Q4 2025	18,107	$3.13M	0.1%	+6,252+52.7%	Added	Holders
Q3 2025	11,855	$2.19M	<0.1%	+6,902+139.3%	Added	Holders
Q2 2025	4,953	$713.5K	<0.1%	+4,953	New	Holders