PLANNING ALTERNATIVES LTD /ADV

Position in BNY — Bank of New York Mellon Corp

CIK 712011 BIRMINGHAM, MI

Position in BNY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$282,423

New position

Shares Held

1,953

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,462

of 1,867 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PLANNING ALTERNATIVES LTD /ADV holds $10,270,757 across 5 Banks - Diversified names. BNY ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	94,776	$7,832,288
2	JPM	Jpmorgan Chase & Co	4,236	$1,386,569
3	C	Citigroup Inc	3,413	$477,683
4	BAC	Bank Of America Corp /De/	5,121	$291,794
5	BNY	Bank of New York Mellon Corp This page	1,953	$282,423

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,423	1,953	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.