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Values Added Financial LLC: BNY position timeline

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

Values Added Financial LLC held 1,558 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,558 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $225,302.

    13F-HR 0001973921-26-000004 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).