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Livermore
Livermore
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ODonnell Financial Services, LLC

SEC CIK
0001730962
Latest filing
Aug 12, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by ODonnell Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
2,618
Value
$378.6K
% of portfolio
0.1%
Quarters held
10
Since Q3 2021
Holdings of BNY by ODonnell Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,618$378.6K0.1%+2,618NewHolders
Q4 20230$00.0%−6,866−100.0%Sold outHolders
Q3 20236,866$292.8K0.2%00.0%UnchangedHolders
Q2 20236,866$305.7K0.2%00.0%UnchangedHolders
Q1 20236,866$312.0K0.6%00.0%UnchangedHolders
Q4 20226,866$312.5K2.9%00.0%UnchangedHolders
Q3 20226,866$264.0K0.9%00.0%UnchangedHolders
Q2 20226,866$286.0K0.2%00.0%UnchangedHolders
Q1 20226,866$341.0K0.2%00.0%UnchangedHolders
Q4 20216,866$402.0K0.2%00.0%UnchangedHolders
Q3 20216,866$356.0K0.2%–No prior filingHolders