Aptus Capital Advisors, LLC: BMY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on BMY, newest first. How the timeline and the estimate are built.
Aptus Capital Advisors, LLC held 134,318 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 134,318 sharesChange vs previous 13F -8,713 shares
0.06% of the 13F portfolio, value $7,739,404.
13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 143,031 sharesChange vs previous 13F +77,138 shares
0.07% of the 13F portfolio, value $8,674,830.
13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 65,893 sharesChange vs previous 13F +4,419 shares
0.03% of the 13F portfolio, value $3,554,268.
13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 61,474 sharesChange vs previous 13F -4,077 shares
0.03% of the 13F portfolio, value $2,772,478.
13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 65,551 sharesChange vs previous 13F -246,308 shares
0.03% of the 13F portfolio, value $3,034,339.
13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 311,859 sharesChange vs previous 13F +24,653 shares
0.22% of the 13F portfolio, value $19,020,277.
13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 287,206 sharesChange vs previous 13F +265,468 shares
0.19% of the 13F portfolio, value $16,244,347.
13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,738 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,124,724.
13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).