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Disclosery

Asset Planning,Inc: BMY position timeline

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

Asset Planning,Inc held 17,382 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,382 shares
    Change vs previous 13F -446 shares

    0.65% of the 13F portfolio, value $1,001,564.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 17,828 shares
    Change vs previous 13F -43 shares

    0.77% of the 13F portfolio, value $1,081,266.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 17,871 shares
    Change vs previous 13F -1,396 shares

    0.68% of the 13F portfolio, value $963,958.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 19,267 shares
    Change vs previous 13F -809 shares

    0.63% of the 13F portfolio, value $868,955.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 20,076 shares
    Change vs previous 13F -733 shares

    0.7% of the 13F portfolio, value $929,313.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 20,809 shares
    Change vs previous 13F +75 shares

    1% of the 13F portfolio, value $1,269,153.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 20,734 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,172,733.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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