D.B. Root & Company, LLC: BNY position timeline

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

D.B. Root & Company, LLC held 1,578 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,578 shares
Change vs previous 13F -1,852 shares
0.05% of the 13F portfolio, value $228,195.
13F-HR 0001731717-26-000003 filed by D.B. Root & Company, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,430 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $406,901.
13F-HR 0001731717-26-000002 filed by D.B. Root & Company, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).