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Disclosery

Alta Wealth Advisors LLC: BMY position timeline

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

Alta Wealth Advisors LLC held 6,179 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,179 shares
    Change vs previous 13F -638 shares

    0.1% of the 13F portfolio, value $356,034.

    13F-HR 0002085853-26-000910 filed by Alta Wealth Advisors 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 6,817 shares
    Change vs previous 13F -655 shares

    0.13% of the 13F portfolio, value $413,456.

    13F-HR 0002085853-26-000558 filed by Alta Wealth Advisors 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 7,472 shares
    Change vs previous 13F -1,104 shares

    0.13% of the 13F portfolio, value $403,042.

    13F-HR 0002085853-26-000178 filed by Alta Wealth Advisors 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 8,576 shares
    Change vs previous 13F -1,403 shares

    0.14% of the 13F portfolio, value $386,801.

    13F-HR 0002085853-25-000217 filed by Alta Wealth Advisors 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 9,979 shares
    Change vs previous 13F -8,172 shares

    0.22% of the 13F portfolio, value $461,940.

    13F-HR 0001667731-25-000913 filed by Alta Wealth Advisors 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 18,151 shares
    Change vs previous 13F +50 shares

    0.51% of the 13F portfolio, value $1,107,055.

    13F-HR 0001667731-25-000508 filed by Alta Wealth Advisors 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 18,101 shares
    Change vs previous 13F +50 shares

    0.45% of the 13F portfolio, value $1,023,793.

    13F-HR 0001667731-25-000110 filed by Alta Wealth Advisors 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 18,051 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $933,940.

    13F-HR 0001843826-24-000004 filed by Alta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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