Kore Private Wealth LLC: BNY position timeline

Kore Private Wealth LLC held 10,783 BNY shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

1. period ended2022-09-30

   13F 10,783 shares

   Change vs previous 13F +77 shares

   0.07% of the 13F portfolio, value $415,000.

   13F-HR 0001762776-22-000006 filed by Kore Private Wealth LLC
   Filed 2022-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

2. period ended2022-06-30

   13F/A 10,706 shares

   Change vs previous 13F -456 shares

   0.07% of the 13F portfolio, value $447,000.

   13F-HR/A 0001762776-22-000005 filed by Kore Private Wealth LLC
   Filed 2022-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

3. period ended2022-03-31

   13F 11,162 shares

   Change vs previous 13F +177 shares

   0.07% of the 13F portfolio, value $554,000.

   13F-HR 0001762776-22-000003 filed by Kore Private Wealth LLC
   Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

4. period ended2021-12-31

   13F/A 10,985 shares

   Change vs previous 13F -3,999 shares

   0.08% of the 13F portfolio, value $638,000.

   13F-HR/A 0001762776-22-000002 filed by Kore Private Wealth LLC
   Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

5. period ended2021-09-30

   13F 14,984 shares

   Change vs previous 13F +1,440 shares

   0.08% of the 13F portfolio, value $777,000.

   13F-HR 0001762776-21-000004 filed by Kore Private Wealth LLC
   Filed 2021-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

6. period ended2021-06-30

   13F 13,544 shares

   Change vs previous 13F +1,143 shares

   0.08% of the 13F portfolio, value $694,000.

   13F-HR 0001762776-21-000003 filed by Kore Private Wealth LLC
   Filed 2021-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

7. period ended2021-03-31

   13F 12,401 shares

   Change vs previous 13F +623 shares

   0.08% of the 13F portfolio, value $586,000.

   13F-HR 0001762776-21-000002 filed by Kore Private Wealth LLC
   Filed 2021-05-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

8. period ended2020-12-31

   13F 11,778 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $500,000.

   13F-HR 0001762776-21-000001 filed by Kore Private Wealth LLC
   Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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