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AdviceOne Advisory Services, LLC: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AdviceOne Advisory Services, LLC on BNY, newest first. How the timeline and the estimate are built.

AdviceOne Advisory Services, LLC held 4,606 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,606 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $666,023.

    13F-HR 0001951757-26-000981 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,606 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $546,368.

    13F-HR 0001951757-26-000589 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,606 shares
    Change vs previous 13F -41 shares

    0.32% of the 13F portfolio, value $534,670.

    13F-HR 0001951757-26-000034 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,647 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $506,299.

    13F-HR 0001951757-25-001450 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,647 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $423,356.

    13F-HR 0001951757-25-000951 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,647 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $389,714.

    13F-HR 0001951757-25-000569 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,647 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $357,002.

    13F-HR 0001951757-25-000568 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).