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Barnes Dennig Private Wealth Management LLC: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barnes Dennig Private Wealth Management LLC on BNY, newest first. How the timeline and the estimate are built.

Barnes Dennig Private Wealth Management LLC held 41,825 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,825 shares
    Change vs previous 13F -1,260 shares

    4.84% of the 13F portfolio, value $6,048,334.

    13F-HR 0002058270-26-000003 filed by Barnes Dennig Private Wealth Management 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 43,085 shares
    Change vs previous 13F -2,173 shares

    5.06% of the 13F portfolio, value $5,111,199.

    13F-HR 0002058270-26-000002 filed by Barnes Dennig Private Wealth Management 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 45,258 shares
    Change vs previous 13F -4,140 shares

    5.28% of the 13F portfolio, value $5,254,036.

    13F-HR 0002058270-26-000001 filed by Barnes Dennig Private Wealth Management 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 49,398 shares
    Change vs previous 13F -5,811 shares

    5.78% of the 13F portfolio, value $5,382,406.

    13F-HR 0002058270-25-000005 filed by Barnes Dennig Private Wealth Management 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 55,209 shares
    Change vs previous 13F -5,813 shares

    6.03% of the 13F portfolio, value $5,030,092.

    13F-HR 0002058270-25-000003 filed by Barnes Dennig Private Wealth Management 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 61,022 shares
    Change vs previous 13F not available

    7.74% of the 13F portfolio, value $5,117,915.

    13F-HR 0002058270-25-000002 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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