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Disclosery

Bank of New York Mellon Corp: UPBD 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 UPBD, newest first. How the timeline and the estimate are built.

Bank of New York Mellon Corp held 888,866 UPBD 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 888,866 shares
    Change vs previous 13F +33,690 shares

    <0.01% of the 13F portfolio, value $18,861,730.

    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 855,176 shares
    Change vs previous 13F -14,622 shares

    <0.01% of the 13F portfolio, value $15,435,919.

    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 869,798 shares
    Change vs previous 13F +95,137 shares

    <0.01% of the 13F portfolio, value $15,273,646.

    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 774,661 shares
    Change vs previous 13F -16,965 shares

    <0.01% of the 13F portfolio, value $18,305,233.

    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 791,626 shares
    Change vs previous 13F +10,610 shares

    <0.01% of the 13F portfolio, value $19,869,807.

    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 781,016 shares
    Change vs previous 13F -16,462 shares

    <0.01% of the 13F portfolio, value $18,713,145.

    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 797,478 shares
    Change vs previous 13F +54,771 shares

    <0.01% of the 13F portfolio, value $23,262,422.

    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 742,707 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,759,181.

    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).