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Disclosery

Signature Wealth Management Group: BNY position timeline

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

Signature Wealth Management Group held 0 BNY shares at 2025-06-30 per its 13F-HR filed 2025-08-01.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -49,126 shares

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 49,126 shares
    Change vs previous 13F -10,557 shares

    1.61% of the 13F portfolio, value $4,120,173.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 59,683 shares
    Change vs previous 13F -4,504 shares

    1.84% of the 13F portfolio, value $4,585,440.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 64,187 shares
    Change vs previous 13F -337 shares

    1.85% of the 13F portfolio, value $4,612,510.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 64,524 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $3,864,326.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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