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BNC WEALTH MANAGEMENT, LLC: BNY position timeline

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

BNC WEALTH MANAGEMENT, LLC held 54,785 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,785 shares
    Change vs previous 13F +335 shares

    1.92% of the 13F portfolio, value $7,922,434.

    13F-HR 0001821549-26-000003 filed by BNC 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 54,450 shares
    Change vs previous 13F -1,060 shares

    1.79% of the 13F portfolio, value $6,459,347.

    13F-HR 0001821549-26-000002 filed by BNC 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 55,510 shares
    Change vs previous 13F +1,908 shares

    1.65% of the 13F portfolio, value $6,444,153.

    13F-HR 0001821549-26-000001 filed by BNC 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 53,602 shares
    Change vs previous 13F +1,648 shares

    1.47% of the 13F portfolio, value $5,840,496.

    13F-HR 0001821549-25-000004 filed by BNC 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 51,954 shares
    Change vs previous 13F +1,405 shares

    1.4% of the 13F portfolio, value $4,733,569.

    13F-HR 0001821549-25-000002 filed by BNC 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 50,549 shares
    Change vs previous 13F +53 shares

    1.53% of the 13F portfolio, value $4,239,505.

    13F-HR 0001849518-25-000005 filed by BNC WEALTH MANAGEMENT, 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 50,496 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,879,608.

    13F-HR 0001812178-25-000002 filed by BNC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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