Skip to content
Disclosery

Bruce G. Allen Investments, LLC: BNY position timeline

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

Bruce G. Allen Investments, LLC held 4,353 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,353 shares
    Change vs previous 13F -77 shares

    0.4% of the 13F portfolio, value $629,487.

    13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, 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 4,430 shares
    Change vs previous 13F -144 shares

    0.34% of the 13F portfolio, value $525,531.

    13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, 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 4,574 shares
    Change vs previous 13F -9 shares

    0.36% of the 13F portfolio, value $530,996.

    13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, 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 4,583 shares
    Change vs previous 13F +48 shares

    0.36% of the 13F portfolio, value $499,364.

    13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, 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 4,535 shares
    Change vs previous 13F +169 shares

    0.31% of the 13F portfolio, value $413,184.

    13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, 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 4,366 shares
    Change vs previous 13F +88 shares

    0.29% of the 13F portfolio, value $366,176.

    13F-HR 0002005409-25-000002 filed by Bruce G. Allen Investments, 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 4,278 shares
    Change vs previous 13F +256 shares

    0.27% of the 13F portfolio, value $328,679.

    13F-HR 0002005409-25-000001 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,022 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $289,021.

    13F-HR 0002005409-24-000005 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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