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Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

BWXT holding history

BWX Technologies, Inc. in every 13F filed by Herold Advisors, Inc., 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)
3,721
Value
$723.0K
% of portfolio
0.1%
Quarters held
4
Since Q3 2021
Holdings of BWXT by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,721$723.0K0.1%+633+20.5%AddedHolders
Q1 20263,088$631.5K0.1%+3,088NewHolders
Q2 20220$00.0%−885−100.0%Sold outHolders
Q1 2022885$47.7K<0.1%+885NewHolders
Q4 20210$00.0%−885−100.0%Sold outHolders
Q3 2021885$47.0K<0.1%–No prior filingHolders