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Diversify Advisory Services, LLC

SEC CIK
0002021232
Latest filing
Aug 7, 2026

BWXT holding history

BWX Technologies, Inc. in every 13F filed by Diversify Advisory Services, 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)
5,483
Value
$967.8K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of BWXT by Diversify Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,483$967.8K<0.1%+5,483NewHolders
Q1 20260$00.0%−3,947−100.0%Sold outHolders
Q4 20253,947$860.0K<0.1%+386+10.8%AddedHolders
Q3 20253,561$768.7K<0.1%+658+22.7%AddedHolders
Q2 20252,903$521.2K<0.1%+43+1.5%AddedHolders
Q1 20252,860$312.4K<0.1%+24+0.8%AddedHolders
Q4 20242,836$325.3K<0.1%+2,836NewHolders