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Disclosery

PKS Advisory Services, LLC: BNY position timeline

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

PKS Advisory Services, LLC held 25,939 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,939 shares
    Change vs previous 13F -923 shares

    0.6% of the 13F portfolio, value $3,750,998.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 26,862 shares
    Change vs previous 13F +111 shares

    0.74% of the 13F portfolio, value $3,186,609.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 26,751 shares
    Change vs previous 13F -158 shares

    0.71% of the 13F portfolio, value $3,105,579.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 26,909 shares
    Change vs previous 13F +320 shares

    0.61% of the 13F portfolio, value $2,931,982.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 26,589 shares
    Change vs previous 13F +45 shares

    0.62% of the 13F portfolio, value $2,422,563.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 26,544 shares
    Change vs previous 13F +323 shares

    0.61% of the 13F portfolio, value $2,226,107.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 26,221 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,014,587.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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