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Focus Partners Wealth: BNY position timeline

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

Focus Partners Wealth held 301,509 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301,509 shares
    Change vs previous 13F -60,932 shares

    0.04% of the 13F portfolio, value $43,618,165.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 293,710 shares
    • Focus Partners Advisor Solutions, LLC: 7,799 shares

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

  2. period ended2026-03-31
    13F 362,441 shares
    Change vs previous 13F +33,179 shares

    0.04% of the 13F portfolio, value $43,077,455.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 349,135 shares
    • Focus Partners Advisor Solutions, LLC: 13,306 shares

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

  3. period ended2025-12-31
    13F 329,262 shares
    Change vs previous 13F +270,436 shares

    0.04% of the 13F portfolio, value $38,209,736.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 314,590 shares
    • Focus Partners Advisor Solutions, LLC: 14,672 shares

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

  4. period ended2025-09-30
    13F 58,826 shares
    Change vs previous 13F +13,056 shares

    0.01% of the 13F portfolio, value $6,378,981.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 44,992 shares
    • Focus Partners Advisor Solutions, LLC: 13,834 shares

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

  5. period ended2025-06-30
    13F 45,770 shares
    Change vs previous 13F +3,687 shares

    0.01% of the 13F portfolio, value $4,169,510.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 35,859 shares
    • Focus Partners Advisor Solutions, LLC: 9,911 shares

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

  6. period ended2025-03-31
    13F/A 42,083 shares
    Change vs previous 13F +4,534 shares

    0.01% of the 13F portfolio, value $3,529,791.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,424 shares
    • Focus Partners Advisor Solutions, LLC: 7,659 shares

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

  7. period ended2024-12-31
    13F/A 37,549 shares
    Change vs previous 13F +7,173 shares

    0.01% of the 13F portfolio, value $2,884,908.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,843 shares
    • Focus Partners Advisor Solutions, LLC: 3,706 shares

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

  8. period ended2024-09-30
    13F 30,376 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,181,117.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 24,118 shares
    • Focus Partners Advisor Solutions, LLC: 6,258 shares

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