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Disclosery

Apella Capital, LLC: BMY position timeline

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

Apella Capital, LLC held 16,286 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,286 shares
    Change vs previous 13F +3,494 shares

    0.01% of the 13F portfolio, value $972,251.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,792 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $741,552.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,802 shares
    Change vs previous 13F +4,549 shares

    0.01% of the 13F portfolio, value $770,290.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,253 shares
    Change vs previous 13F +2,415 shares

    0.01% of the 13F portfolio, value $445,152.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,838 shares
    Change vs previous 13F -3,997 shares

    0.01% of the 13F portfolio, value $253,331.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,835 shares
    Change vs previous 13F +468 shares

    0.01% of the 13F portfolio, value $457,246.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,367 shares
    Change vs previous 13F +3,454 shares

    0.02% of the 13F portfolio, value $503,361.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,913 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $334,450.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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