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Forefront Wealth Management Inc.

SEC CIK
0001904828
Latest filing
Jan 23, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by Forefront Wealth Management Inc., 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 Q4 2025 holdings

Shares (Q4 2025)
2,195
Value
$254.8K
% of portfolio
0.2%
Quarters held
3
Since Q2 2025
Holdings of BNY by Forefront Wealth Management Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20252,195$254.8K0.2%−33−1.5%ReducedHolders
Q3 20252,228$242.8K0.2%+20+0.9%AddedHolders
Q2 20252,208$201.2K0.2%+2,208NewHolders