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NOVARE CAPITAL MANAGEMENT LLC: BNY position timeline

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

NOVARE CAPITAL MANAGEMENT LLC held 132,346 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,346 shares
    Change vs previous 13F -5,960 shares

    1.36% of the 13F portfolio, value $19,138,614.

    13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL 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 138,306 shares
    Change vs previous 13F -4,311 shares

    1.3% of the 13F portfolio, value $16,407,241.

    13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL 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 142,617 shares
    Change vs previous 13F -4,961 shares

    1.24% of the 13F portfolio, value $16,556,408.

    13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL 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 147,578 shares
    Change vs previous 13F -12,231 shares

    1.22% of the 13F portfolio, value $16,080,099.

    13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL 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 159,809 shares
    Change vs previous 13F -7,301 shares

    1.18% of the 13F portfolio, value $14,560,198.

    13F-HR 0001951757-25-000991 filed by NOVARE CAPITAL 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 167,110 shares
    Change vs previous 13F -10,583 shares

    1.22% of the 13F portfolio, value $14,015,516.

    13F-HR 0001951757-25-000471 filed by NOVARE CAPITAL 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 177,693 shares
    Change vs previous 13F -9,071 shares

    1.15% of the 13F portfolio, value $13,652,154.

    13F-HR 0001951757-25-000086 filed by NOVARE CAPITAL 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 186,764 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $13,420,862.

    13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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