CLEAR WAVE WEALTH MANAGEMENT LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2113615 RED BANK, NJ

Position in BNY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$396,809

+$78,051 QoQ

Shares Held

2,744

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,300

of 1,868 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CLEAR WAVE WEALTH MANAGEMENT LLC holds $6,063,258 across 5 Banks - Diversified names. BNY ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,720	$2,854,317
2	BAC	Bank Of America Corp /De/	37,737	$2,150,254
3	C	Citigroup Inc	3,025	$423,379
4	BNY	Bank of New York Mellon Corp This page	2,744	$396,809
5	WFC	Wells Fargo & Company/Mn	2,886	$238,499

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,809	2,744	+2.1%	Shares	Sole	2026-08-06
2026-03-31	$318,758	2,687	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.