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Disclosery

New York Life Investment Management LLC: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New York Life Investment Management LLC on BEN, newest first. How the timeline and the estimate are built.

New York Life Investment Management LLC held 81,945 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,945 shares
    Change vs previous 13F +2,503 shares

    0.02% of the 13F portfolio, value $2,726,310.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management LLC
    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 79,442 shares
    Change vs previous 13F +9,151 shares

    0.02% of the 13F portfolio, value $1,876,420.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management LLC
    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 70,291 shares
    Change vs previous 13F -2,779 shares

    0.01% of the 13F portfolio, value $1,679,252.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management LLC
    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 73,070 shares
    Change vs previous 13F -1,605 shares

    0.01% of the 13F portfolio, value $1,690,109.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management LLC
    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 74,675 shares
    Change vs previous 13F +56 shares

    0.02% of the 13F portfolio, value $1,780,999.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management LLC
    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 74,619 shares
    Change vs previous 13F +725 shares

    0.01% of the 13F portfolio, value $1,436,416.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management LLC
    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 73,894 shares
    Change vs previous 13F -2,709 shares

    0.01% of the 13F portfolio, value $1,499,309.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    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 76,603 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,543,550.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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