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Disclosery

Allegheny Financial Group: BMY position timeline

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

Allegheny Financial Group held 8,665 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,665 shares
    Change vs previous 13F -29 shares

    0.05% of the 13F portfolio, value $499,335.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    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 8,694 shares
    Change vs previous 13F +1,082 shares

    0.07% of the 13F portfolio, value $527,299.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    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 7,612 shares
    Change vs previous 13F +40 shares

    0.06% of the 13F portfolio, value $410,597.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    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 7,572 shares
    Change vs previous 13F -226 shares

    0.06% of the 13F portfolio, value $341,534.

    13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
    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 7,798 shares
    Change vs previous 13F -95 shares

    0.08% of the 13F portfolio, value $361,007.

    13F-HR 0001085146-25-005018 filed by Allegheny Financial Group
    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 7,893 shares
    Change vs previous 13F -832 shares

    0.12% of the 13F portfolio, value $481,425.

    13F-HR 0001085146-25-003057 filed by Allegheny Financial Group
    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 8,725 shares
    Change vs previous 13F -10,386 shares

    0.13% of the 13F portfolio, value $493,513.

    13F-HR 0001085146-25-001470 filed by Allegheny Financial Group
    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 19,111 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $988,792.

    13F-HR 0001172661-24-005142 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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