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Disclosery

Abundance Wealth Counselors: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on BMY, newest first. How the timeline and the estimate are built.

Abundance Wealth Counselors held 91,814 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,814 shares
    Change vs previous 13F +40,603 shares

    0.34% of the 13F portfolio, value $5,290,323.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    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 51,211 shares
    Change vs previous 13F +12,806 shares

    0.45% of the 13F portfolio, value $3,105,947.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    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 38,405 shares
    Change vs previous 13F +77 shares

    0.35% of the 13F portfolio, value $2,071,570.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    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 38,328 shares
    Change vs previous 13F +1,929 shares

    0.3% of the 13F portfolio, value $1,728,624.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    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 36,399 shares
    Change vs previous 13F +1,360 shares

    0.32% of the 13F portfolio, value $1,691,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    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 35,039 shares
    Change vs previous 13F +3,052 shares

    0.45% of the 13F portfolio, value $2,132,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    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 31,987 shares
    Change vs previous 13F +564 shares

    0.39% of the 13F portfolio, value $1,809,000.

    13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,423 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,626,000.

    13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).