Skip to main content

EverSource Wealth Advisors, LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in BWXT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$89,146
-$8,183 QoQ
Shares Held
458
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#671
of 841 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BWXT Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $20,218,129 across 63 Aerospace & Defense names. BWXT ranks #24 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BWXT

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $89,146 458
2026-03-31 $97,329 476
2025-12-31 $19,700 114
2025-09-30 $25,072 136
2025-06-30 $17,142 119
2025-03-31 $2,367 24
2024-12-31 $4,009 36
2024-09-30 $2,281 21
2024-06-30 $1,805 19
2024-03-31 $5,745 56
2023-12-31 $16,265 212
2023-09-30 $599 8
2023-06-30 $572 8