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Disclosery

Global Financial Private Client, LLC: BNY position timeline

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

Global Financial Private Client, LLC held 28,557 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,557 shares
    Change vs previous 13F +367 shares

    1.12% of the 13F portfolio, value $4,129,648.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 28,190 shares
    Change vs previous 13F +963 shares

    1.09% of the 13F portfolio, value $3,344,190.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 27,227 shares
    Change vs previous 13F +948 shares

    1.11% of the 13F portfolio, value $3,160,777.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 26,279 shares
    Change vs previous 13F -425 shares

    1.02% of the 13F portfolio, value $2,863,326.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 26,704 shares
    Change vs previous 13F +2,765 shares

    0.91% of the 13F portfolio, value $2,433,037.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 23,939 shares
    Change vs previous 13F -1,689 shares

    0.77% of the 13F portfolio, value $2,007,844.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 25,628 shares
    Change vs previous 13F +2,705 shares

    0.74% of the 13F portfolio, value $1,969,057.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 22,923 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,647,283.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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