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Bank of New York Mellon Corp: SAMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bank of New York Mellon Corp on SAMG, newest first. How the timeline and the estimate are built.

Bank of New York Mellon Corp held 19,136 SAMG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,136 shares
    Change vs previous 13F +1,024 shares

    <0.01% of the 13F portfolio, value $193,469.

    13F-HR 0001390777-26-000087 filed by Bank of New York Mellon Corp
    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 18,112 shares
    Change vs previous 13F -2,262 shares

    <0.01% of the 13F portfolio, value $243,420.

    13F-HR 0001390777-26-000061 filed by Bank of New York Mellon Corp
    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 20,374 shares
    Change vs previous 13F -4,006 shares

    <0.01% of the 13F portfolio, value $309,479.

    13F-HR 0001390777-26-000018 filed by Bank of New York Mellon Corp
    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 24,380 shares
    Change vs previous 13F -2,068 shares

    <0.01% of the 13F portfolio, value $383,990.

    13F-HR 0001390777-25-000160 filed by Bank of New York Mellon Corp
    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 26,448 shares
    Change vs previous 13F +1,732 shares

    <0.01% of the 13F portfolio, value $419,465.

    13F-HR 0001390777-25-000119 filed by Bank of New York Mellon Corp
    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 24,716 shares
    Change vs previous 13F +775 shares

    <0.01% of the 13F portfolio, value $404,349.

    13F-HR 0001390777-25-000071 filed by Bank of New York Mellon Corp
    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 23,941 shares
    Change vs previous 13F -17,588 shares

    <0.01% of the 13F portfolio, value $440,275.

    13F-HR 0001390777-25-000025 filed by Bank of New York Mellon Corp
    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 41,529 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $715,964.

    13F-HR 0001390777-24-000137 filed by Bank of New York Mellon Corp
    Filed (acceptance time not in the bulk data set), ingested

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