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Disclosery

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

Bank of New York Mellon Corp held 79,624 WLTH 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 79,624 shares
    Change vs previous 13F +16,132 shares

    <0.01% of the 13F portfolio, value $711,838.

    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 63,492 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $587,302.

    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).