Position in BWXT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$621,712
+$3,335 QoQ
Shares Held
3,194
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#461
of 841 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Perennial Advisors, LLC holds $10,309,534 across 5 Aerospace & Defense names. BWXT ranks #2 (6.0% of the industry book) .
All Filings in BWXT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,712 | 3,194 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $618,377 | 3,024 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $522,668 | 3,024 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $518,817 | 2,814 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $220,411 | 1,530 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||