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Arkadios Wealth Advisors: BMY position timeline

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

Arkadios Wealth Advisors held 320,925 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 320,925 shares
    Change vs previous 13F +21,701 shares

    0.28% of the 13F portfolio, value $18,491,745.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 299,224 shares
    Change vs previous 13F +8,363 shares

    0.3% of the 13F portfolio, value $18,147,952.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 290,861 shares
    Change vs previous 13F +45,673 shares

    0.31% of the 13F portfolio, value $15,689,036.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 245,188 shares
    Change vs previous 13F +25,695 shares

    0.27% of the 13F portfolio, value $11,057,970.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 219,493 shares
    Change vs previous 13F +32,930 shares

    0.31% of the 13F portfolio, value $10,160,328.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 186,563 shares
    Change vs previous 13F +35,144 shares

    0.43% of the 13F portfolio, value $11,378,493.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 151,419 shares
    Change vs previous 13F +12,992 shares

    0.47% of the 13F portfolio, value $8,564,253.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 138,427 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $7,162,205.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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