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Disclosery

WealthTrust Axiom LLC: BNY position timeline

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

WealthTrust Axiom LLC held 12,574 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,574 shares
    Change vs previous 13F -165 shares

    0.41% of the 13F portfolio, value $1,818,292.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 12,739 shares
    Change vs previous 13F +85 shares

    0.37% of the 13F portfolio, value $1,511,250.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 12,654 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,469,024.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 12,654 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,378,800.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 12,654 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,152,923.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 12,654 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,061,306.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 12,654 shares
    Change vs previous 13F -1,072 shares

    0.29% of the 13F portfolio, value $972,221.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 13,726 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $986,371.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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