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Wealthstar Advisors, LLC: BNY position timeline

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

Wealthstar Advisors, LLC held 11,485 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,485 shares
    Change vs previous 13F -1,054 shares

    0.83% of the 13F portfolio, value $1,660,816.

    13F-HR 0002085853-26-000912 filed by Wealthstar 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 12,539 shares
    Change vs previous 13F +7,051 shares

    0.89% of the 13F portfolio, value $1,487,547.

    13F-HR 0002085853-26-000514 filed by Wealthstar 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 5,488 shares
    Change vs previous 13F +25 shares

    0.35% of the 13F portfolio, value $637,049.

    13F-HR 0002085853-26-000148 filed by Wealthstar 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 5,463 shares
    Change vs previous 13F -1,478 shares

    0.23% of the 13F portfolio, value $595,264.

    13F-HR 0002085853-25-000254 filed by Wealthstar 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 6,941 shares
    Change vs previous 13F -51 shares

    0.24% of the 13F portfolio, value $632,363.

    13F-HR 0001667731-25-000936 filed by Wealthstar 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 6,992 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $586,419.

    13F-HR 0001667731-25-000522 filed by Wealthstar Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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