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Troutman Wealth Management, LLC: BNY position timeline

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

Troutman Wealth Management, LLC held 3,709 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,709 shares
    Change vs previous 13F +15 shares

    0.41% of the 13F portfolio, value $536,345.

    13F-HR 0002110807-26-000003 filed by Troutman Wealth Management, 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 3,694 shares
    Change vs previous 13F +16 shares

    0.37% of the 13F portfolio, value $438,217.

    13F-HR 0002110807-26-000002 filed by Troutman Wealth Management, 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 3,678 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $426,958.

    13F-HR 0002110807-26-000001 filed by Troutman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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