Cambridge Investment Research Advisors, Inc. BWLP BW LPG

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported BW LPG (BWLP) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows BWLP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BWLP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in BW LPG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BWLP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Investment Research Advisors, Inc. held BWLP — position size vs. price
% of Fund (quarterly)    BWLP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 13,863 -6,087 -30.5% 0.00% $242 2026-07-30 $21.52
2026 Q1 ADDED 19,950 +3,941 +24.6% 0.00% $347 2026-04-30 $18.59
2025 Q4 ADDED 16,009 +1,960 +14.0% 0.00% $210K 2026-02-05 $14.14
2025 Q3 ADDED 14,049 +800 +6.0% 0.00% $201K 2025-11-12 $11.64
2025 Q2 ADDED 13,249 +431 +3.4% 0.00% $157K 2025-07-31 $11.99
2025 Q1 ADDED 12,818 +211 +1.7% 0.00% $139K 2025-04-22 $8.25
2024 Q4 INITIATED 12,607 0.00% $143K 2025-02-14 $10.67

FAQ About Cambridge Investment Research Advisors, Inc. and BWLP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning BWLP?

Cambridge Investment Research Advisors, Inc. reported BWLP across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported BWLP position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for BWLP was 0.00% in 2026 Q1.

What is the latest reported BWLP position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 13,863 shares, equal to 0.00% of portfolio, with an estimated market value of $242.

What does the chart on this BWLP ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly BWLP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their BWLP position?

Based on 13F filing dates vs. subsequent BWLP price moves, Cambridge Investment Research Advisors, Inc. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on BWLP relative to SPY over the holding period was +39.9%.

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