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Disclosery

Great Diamond Partners, LLC: BNY position timeline

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

Great Diamond Partners, LLC held 29,260 BNY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,260 shares
    Change vs previous 13F +227 shares

    0.71% of the 13F portfolio, value $4,231,948.

    13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,033 shares
    Change vs previous 13F +481 shares

    0.72% of the 13F portfolio, value $4,198,500.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 28,552 shares
    Change vs previous 13F +1,723 shares

    0.65% of the 13F portfolio, value $3,387,124.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,829 shares
    Change vs previous 13F +1,152 shares

    0.6% of the 13F portfolio, value $3,114,579.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,677 shares
    Change vs previous 13F +774 shares

    0.54% of the 13F portfolio, value $2,797,766.

    13F-HR 0001172661-25-004336 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,903 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,268,912.

    13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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