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Disclosery

VestGen Investment Management: BNY position timeline

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

VestGen Investment Management held 9,265 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,265 shares
    Change vs previous 13F -354 shares

    0.71% of the 13F portfolio, value $1,339,812.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 9,619 shares
    Change vs previous 13F -163 shares

    0.63% of the 13F portfolio, value $1,141,135.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 9,782 shares
    Change vs previous 13F +387 shares

    0.63% of the 13F portfolio, value $1,135,609.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 9,395 shares
    Change vs previous 13F +642 shares

    0.62% of the 13F portfolio, value $1,023,679.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 8,753 shares
    Change vs previous 13F +147 shares

    0.57% of the 13F portfolio, value $797,486.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 8,606 shares
    Change vs previous 13F -409 shares

    0.54% of the 13F portfolio, value $721,785.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 9,015 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $692,622.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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