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Teamwork Financial Advisors, LLC: BNY position timeline

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

Teamwork Financial Advisors, LLC held 82,715 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,715 shares
    Change vs previous 13F -13,572 shares

    1.12% of the 13F portfolio, value $11,961,383.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, 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 96,287 shares
    Change vs previous 13F -22,649 shares

    1.27% of the 13F portfolio, value $11,422,495.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial Advisors, 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 118,936 shares
    Change vs previous 13F +315 shares

    1.47% of the 13F portfolio, value $13,807,225.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial Advisors, 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 118,621 shares
    Change vs previous 13F +93,783 shares

    1.41% of the 13F portfolio, value $12,924,961.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial Advisors, 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 24,838 shares
    Change vs previous 13F -13,091 shares

    0.28% of the 13F portfolio, value $2,262,986.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial Advisors, 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 37,929 shares
    Change vs previous 13F +945 shares

    0.44% of the 13F portfolio, value $3,181,093.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial Advisors, 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 36,984 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,841,482.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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