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Wealth Advisors of Tampa Bay, LLC: BNY position timeline

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

Wealth Advisors of Tampa Bay, LLC held 54,311 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,311 shares
    Change vs previous 13F -1,698 shares

    2.4% of the 13F portfolio, value $7,853,921.

    13F-HR 0001715228-26-000002 filed by Wealth Advisors of Tampa Bay, 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 56,009 shares
    Change vs previous 13F -4,350 shares

    2.2% of the 13F portfolio, value $6,644,352.

    13F-HR 0002073679-26-000052 filed by Wealth Advisors of Tampa Bay, 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 60,359 shares
    Change vs previous 13F -2,291 shares

    2.42% of the 13F portfolio, value $7,007,081.

    13F-HR 0001715228-26-000001 filed by Wealth Advisors of Tampa Bay, 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 62,650 shares
    Change vs previous 13F -2,540 shares

    2.27% of the 13F portfolio, value $6,826,346.

    13F-HR 0002073679-25-000043 filed by Wealth Advisors of Tampa Bay, 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 65,190 shares
    Change vs previous 13F -975 shares

    2.24% of the 13F portfolio, value $5,939,469.

    13F-HR 0001715228-25-000003 filed by Wealth Advisors of Tampa Bay, 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 66,165 shares
    Change vs previous 13F -1,555 shares

    2.26% of the 13F portfolio, value $5,549,269.

    13F-HR 0001715228-25-000002 filed by Wealth Advisors of Tampa Bay, 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 67,720 shares
    Change vs previous 13F -1,295 shares

    2.23% of the 13F portfolio, value $5,202,934.

    13F-HR 0001715228-25-000001 filed by Wealth Advisors of Tampa Bay, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 69,015 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $4,959,427.

    13F-HR 0001085146-24-005328 filed by Wealth Advisors of Tampa Bay, LLC
    Filed (acceptance time not in the bulk data set), ingested

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