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Annis Gardner Whiting Capital Advisors, LLC: BMY position timeline

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

Annis Gardner Whiting Capital Advisors, LLC held 6,519 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,519 shares
    Change vs previous 13F +610 shares

    0.06% of the 13F portfolio, value $375,599.

    13F-HR 0001998414-26-000003 filed by Annis Gardner Whiting Capital 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 5,909 shares
    Change vs previous 13F +2,075 shares

    0.06% of the 13F portfolio, value $358,353.

    13F-HR 0001998414-26-000002 filed by Annis Gardner Whiting Capital 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 3,834 shares
    Change vs previous 13F +998 shares

    0.04% of the 13F portfolio, value $206,781.

    13F-HR 0001998414-26-000001 filed by Annis Gardner Whiting Capital 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 2,836 shares
    Change vs previous 13F +111 shares

    0.03% of the 13F portfolio, value $127,883.

    13F-HR 0001998414-25-000002 filed by Annis Gardner Whiting Capital 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 2,725 shares
    Change vs previous 13F +479 shares

    0.04% of the 13F portfolio, value $126,118.

    13F-HR 0001855205-25-000043 filed by Annis Gardner Whiting Capital 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 2,246 shares
    Change vs previous 13F -62 shares

    0.06% of the 13F portfolio, value $136,954.

    13F-HR 0001855205-25-000023 filed by Annis Gardner Whiting Capital 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 2,308 shares
    Change vs previous 13F +80 shares

    0.04% of the 13F portfolio, value $130,513.

    13F-HR 0001855205-25-000014 filed by Annis Gardner Whiting Capital 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 2,228 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $115,278.

    13F-HR 0001855205-24-000058 filed by Annis Gardner Whiting Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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