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Disclosery

New York Life Investment Management LLC: FERG 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 FERG, newest first. How the timeline and the estimate are built.

New York Life Investment Management LLC held 2,141 FERG 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 2,141 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $508,124.

    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 2,209 shares
    Change vs previous 13F +447 shares

    <0.01% of the 13F portfolio, value $515,271.

    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 1,762 shares
    Change vs previous 13F -506 shares

    <0.01% of the 13F portfolio, value $392,274.

    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 2,268 shares
    Change vs previous 13F -698 shares

    <0.01% of the 13F portfolio, value $509,347.

    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 2,966 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $645,847.

    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 3,063 shares
    Change vs previous 13F -321 shares

    <0.01% of the 13F portfolio, value $490,784.

    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 3,384 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $587,361.

    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).