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Bryn Mawr Trust Advisors, LLC: UYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bryn Mawr Trust Advisors, LLC on UYG, newest first. How the timeline and the estimate are built.

Bryn Mawr Trust Advisors, LLC held 4,897 UYG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,897 shares
    Change vs previous 13F -48 shares

    0.02% of the 13F portfolio, value $419,077.

    13F-HR 0001085146-26-000552 filed by Bryn Mawr Trust Advisors, 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 4,945 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $363,007.

    13F-HR 0001085146-26-000380 filed by Bryn Mawr Trust Advisors, 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 4,940 shares
    Change vs previous 13F +199 shares

    0.02% of the 13F portfolio, value $453,431.

    13F-HR 0001085146-26-000145 filed by Bryn Mawr Trust Advisors, 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 4,741 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $470,567.

    13F-HR 0001700481-25-000005 filed by Bryn Mawr Trust Advisors, 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 4,734 shares
    Change vs previous 13F -222 shares

    0.02% of the 13F portfolio, value $452,317.

    13F-HR 0001085146-25-004586 filed by Bryn Mawr Trust Advisors, 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 4,956 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $441,843.

    13F-HR 0001085146-25-002560 filed by Bryn Mawr Trust Advisors, 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/A 4,950 shares
    Change vs previous 13F -328 shares

    0.02% of the 13F portfolio, value $423,033.

    13F-HR/A 0001085146-25-000795 filed by Bryn Mawr Trust Advisors, 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 5,278 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $403,355.

    13F-HR 0001085146-24-005137 filed by Bryn Mawr Trust Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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