AFFINITY INVESTMENT ADVISORS, LLC: BNY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY INVESTMENT ADVISORS, LLC on BNY, newest first. How the timeline and the estimate are built.
AFFINITY INVESTMENT ADVISORS, LLC held 6,459 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 6,459 sharesChange vs previous 13F -6,635 shares
0.47% of the 13F portfolio, value $934,036.
13F-HR 0001941040-26-000508 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,094 sharesChange vs previous 13F +167 shares
0.97% of the 13F portfolio, value $1,553,341.
13F-HR 0001941040-26-000362 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,927 sharesChange vs previous 13F -228 shares
1% of the 13F portfolio, value $1,500,695.
13F-HR 0001941040-26-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,155 sharesChange vs previous 13F +1,780 shares
0.97% of the 13F portfolio, value $1,433,369.
13F-HR 0001941040-25-000615 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,375 sharesChange vs previous 13F -848 shares
0.78% of the 13F portfolio, value $1,036,376.
13F-HR 0001941040-25-000489 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,223 sharesChange vs previous 13F +1,012 shares
0.83% of the 13F portfolio, value $1,025,143.
13F-HR 0001941040-25-000294 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,211 sharesChange vs previous 13F -5,028 shares
0.72% of the 13F portfolio, value $861,341.
13F-HR 0001941040-25-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,239 sharesChange vs previous 13F not available
0.8% of the 13F portfolio, value $1,166,935.
13F-HR 0001941040-24-000446 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).