Skip to content
Disclosery

AE Wealth Management LLC: BMY position timeline

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

AE Wealth Management LLC held 542,448 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 542,448 shares
    Change vs previous 13F +51,440 shares

    0.15% of the 13F portfolio, value $31,255,615.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 491,008 shares
    Change vs previous 13F +90,056 shares

    0.16% of the 13F portfolio, value $29,779,711.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 400,952 shares
    Change vs previous 13F +96,329 shares

    0.12% of the 13F portfolio, value $21,627,426.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 304,623 shares
    Change vs previous 13F +51,318 shares

    0.09% of the 13F portfolio, value $13,738,459.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 253,305 shares
    Change vs previous 13F +185,045 shares

    0.09% of the 13F portfolio, value $11,725,439.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 68,260 shares
    Change vs previous 13F +6,754 shares

    0.04% of the 13F portfolio, value $4,163,292.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 61,506 shares
    Change vs previous 13F +3,264 shares

    0.03% of the 13F portfolio, value $3,478,846.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 58,242 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,013,406.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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