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Premier Path Wealth Partners, LLC: BNY position timeline

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

Premier Path Wealth Partners, LLC held 29,881 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,881 shares
    Change vs previous 13F +481 shares

    0.5% of the 13F portfolio, value $4,321,103.

    13F-HR 0001999925-26-000003 filed by Premier Path Wealth Partners, 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 29,400 shares
    Change vs previous 13F +1,363 shares

    0.45% of the 13F portfolio, value $3,487,720.

    13F-HR 0001999925-26-000002 filed by Premier Path Wealth 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 ended2025-12-31
    13F 28,037 shares
    Change vs previous 13F +4,039 shares

    0.42% of the 13F portfolio, value $3,254,802.

    13F-HR 0001999925-26-000001 filed by Premier Path Wealth 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 ended2025-09-30
    13F 23,998 shares
    Change vs previous 13F +63 shares

    0.34% of the 13F portfolio, value $2,614,810.

    13F-HR 0001999925-25-000005 filed by Premier Path Wealth 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 ended2025-06-30
    13F 23,935 shares
    Change vs previous 13F +721 shares

    0.3% of the 13F portfolio, value $2,180,707.

    13F-HR 0001956824-25-000008 filed by Premier Path Wealth 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 ended2025-03-31
    13F 23,214 shares
    Change vs previous 13F +170 shares

    0.3% of the 13F portfolio, value $1,946,949.

    13F-HR 0001999925-25-000002 filed by Premier Path Wealth Partners, 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 23,044 shares
    Change vs previous 13F +319 shares

    0.27% of the 13F portfolio, value $1,770,462.

    13F-HR 0001999925-25-000001 filed by Premier Path Wealth Partners, 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 22,725 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,633,010.

    13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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