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Disclosery

Stronghold Wealth Management L.L.C.: BNY position timeline

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

Stronghold Wealth Management L.L.C. held 3,506 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,506 shares
    Change vs previous 13F -413 shares

    0.68% of the 13F portfolio, value $507,003.

    13F-HR 0002107257-26-000005 filed by Stronghold Wealth Management L.L.C.
    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 3,919 shares
    Change vs previous 13F -11 shares

    0.7% of the 13F portfolio, value $464,911.

    13F-HR 0002107257-26-000004 filed by Stronghold Wealth Management L.L.C.
    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 3,930 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $456,234.

    13F-HR 0002107257-26-000003 filed by Stronghold Wealth Management L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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