Arista Wealth Management, LLC: BMY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arista Wealth Management, LLC on BMY, newest first. How the timeline and the estimate are built.
Arista Wealth Management, LLC held 7,585 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 7,585 sharesChange vs previous 13F +4 shares
0.05% of the 13F portfolio, value $437,048.
13F-HR 0002085853-26-000664 filed by Arista Wealth Management, 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 7,581 sharesChange vs previous 13F +118 shares
0.06% of the 13F portfolio, value $459,788.
13F-HR 0002085853-26-000539 filed by Arista Wealth Management, 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 7,463 sharesChange vs previous 13F -6,190 shares
0.05% of the 13F portfolio, value $402,554.
13F-HR 0002085853-26-000231 filed by Arista Wealth Management, 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 13,653 sharesChange vs previous 13F +3,649 shares
0.08% of the 13F portfolio, value $615,750.
13F-HR 0002085853-25-000237 filed by Arista Wealth Management, 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 10,004 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $463,085.
13F-HR 0001667731-25-001003 filed by Arista Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).