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Disclosery

Whitaker-Myers Wealth Managers, LTD.: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on BNY, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 2,082 BNY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,082 shares
    Change vs previous 13F +2,082 shares

    0.05% of the 13F portfolio, value $301,119.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -6,082 shares

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 6,082 shares
    Change vs previous 13F +1,572 shares

    0.14% of the 13F portfolio, value $554,131.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,510 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $378,254.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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