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Disclosery

CORDA Investment Management, LLC.: BNY position timeline

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

CORDA Investment Management, LLC. held 513,014 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 513,014 shares
    Change vs previous 13F -11,733 shares

    4.55% of the 13F portfolio, value $74,187,011.

    13F-HR 0001545812-26-000005 filed by CORDA Investment 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 524,747 shares
    Change vs previous 13F -26,623 shares

    4.3% of the 13F portfolio, value $62,250,687.

    13F-HR 0001545812-26-000003 filed by CORDA Investment 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 551,370 shares
    Change vs previous 13F -11,650 shares

    4.66% of the 13F portfolio, value $64,008,597.

    13F-HR 0001545812-26-000002 filed by CORDA Investment 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 563,020 shares
    Change vs previous 13F -97,369 shares

    4.32% of the 13F portfolio, value $61,346,646.

    13F-HR 0001545812-25-000007 filed by CORDA Investment 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 660,389 shares
    Change vs previous 13F -21,521 shares

    4.43% of the 13F portfolio, value $60,168,062.

    13F-HR 0001545812-25-000006 filed by CORDA Investment 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 681,910 shares
    Change vs previous 13F -25,000 shares

    4.55% of the 13F portfolio, value $57,191,784.

    13F-HR 0001545812-25-000004 filed by CORDA Investment 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 706,910 shares
    Change vs previous 13F -22,421 shares

    4.34% of the 13F portfolio, value $54,311,891.

    13F-HR 0001545812-25-000002 filed by CORDA Investment Management, 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 729,331 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $52,409,745.

    13F-HR 0001545812-24-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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